June 30, 2021
Location: Progeny Law Firm
Time: 11:00 am
What You’re Going To Learn
- How my clients avoid mistakes that most people make and protect their life’s savings from taxes, nursing home costs, and legal expenses
- How poor planning can put family members at each other’s throats, battling over the scraps that remain from a pillaged estate
- Why “having a will” could be the worst way to plan for your family, and does not prevent the costs, delays or red tape of probate court … sometimes forcing families to wait years for what remains of the inheritance you had planned for them
- How my clients protect their estates from irresponsible in-laws or other family members — crafting a legal fortress against any attacks, even those they never saw coming
- Why the mistake of “trusting my family to do the right thing” is unreliable and unfair — and can be a virtual time bomb of financial loss and irreparable fallout in family relationships
- Why “naming beneficiaries to everything” may be a woefully inadequate strategy for many people, leading to chaos, anxiety, and debilitating expenses for heirs
- How families can still protect against unforeseen losses, even if you think it’s too late to plan due to serious illness or mental incapacity
