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X-WR-CALDESC:Events for Bright Lake Wealth Management
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DTSTART;TZID=UTC:20260917T130000
DTEND;TZID=UTC:20260917T143000
DTSTAMP:20260911T192733Z
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LAST-MODIFIED:20260911T192733Z
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SUMMARY:Wills\, Trusts\, & Estate Planning - SACRAMENTO\, CA
DESCRIPTION:WHAT YOU NEED TO KNOW ABOUT “WILL AWARENESS” IN 2026 \nIf you’re among the people who are on the fence about a will\, the best way to make smart decisions for your situation is to be armed with the facts. \nDid you know? \n• 64% of Americans say having a will is important\, fewer than 32% have one. \n• Only 43% of those age 55 or older have a will or living trust. \n• 43% of U.S. adults blame procrastination as the most common barrier to estate planning. \nPlease join us for this complimentary informational seminar. We will discuss how to create a solid life after work plan and spouses are encouraged to attend! \nThese important topics will be addressed: \n• Do I need a Will? Trust? Powers of Attorney? \n• How can I avoid the cost and delays of PROBATE? \n• How can I reduce Estate Taxes and leave more money to my loved ones? \n• How can I protect my assets from the devastation of Nursing Home Costs? \n• How will you keep your heirs from frivolously spending his/her inheritance? \n• Who gets your home\, who inherits all of your bank accounts\, who will get your assets? \n• Can you avoid family arguments over your belongings and keepsakes? \n• How can I create Tax-Free Income at retirement? \nWe will be discussing: \n• Do’s and Don’ts for transferring your assets (including your home or farm to your children) \n• The benefits of avoiding probate for your family \n• Protection from unexpected nursing home costs without nursing home insurance \n• How to reduce or eliminate many forms of taxation \n• The importance of having the right legal documents at the right time \nIf there’s a common unaddressed problem in the financial plans of many adults of all income levels\, its what to do about their assets when they’re gone. 50% of all Americans will die without a will and 76% of Americans do not have an up-to-date will. We hope to see you there!
URL:https://www.brightlakewealth.com/workshop/estate-planning-sacramento-ca/
LOCATION:American River College\, 4700 College Oak Dr.\, Sacramento\, CA\, 95841\, United States
CATEGORIES:Estate Planning with James thatcher
ATTACH;FMTTYPE=image/webp:https://www.brightlakewealth.com/wp-content/uploads/2023/07/team-3-681da25c754f4.webp
ORGANIZER;CN="James Thatcher":MAILTO:hello@brightlakewealth.com
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