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Estate Planning: WHITE CITY, OR

June 13 @ 1:00 pm - 2:30 pm

Free
Mac James Thatcher - Financial Advisor

WHAT YOU NEED TO KNOW ABOUT “WILL AWARENESS” IN 2024

If 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.

Did you know?

  • 64% of Americans say having a will is important, fewer than 32% have one.
  • Only 43% of those age 55 or older have a will or living trust.
  • 43% of U.S. adults blame procrastination as the most common barrier to estate planning.

Please join us for this complimentary informational seminar at Rogue Community College- Table Rock Campus in White City, Oregon. We will discuss how to create a solid life after work plan and spouses are encouraged to attend!

These important topics will be addressed:

  • Do I need a Will? Trust? Powers of Attorney?
  • How can I avoid the cost and delays of PROBATE?
  • How can I reduce Estate Taxes and leave more money to my loved ones?
  • How can I protect my assets from the devastation of Nursing Home Costs?
  • How will you keep your heirs from frivolously spending his/her inheritance?
  • Who gets your home, who inherits all of your bank accounts, who will get your assets?
  • Can you avoid family arguments over your belongings and keepsakes?
  • How can I create Tax-Free Income at retirement?

We will be discussing:

  • Do’s and Don’ts for transferring your assets (including your home or farm to your children)
  • The benefits of avoiding probate for your family
  • Protection from unexpected nursing home costs without nursing home insurance
  • How to reduce or eliminate many forms of taxation
  • The importance of having the right legal documents at the right time

If 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!

Details

Date:
June 13
Time:
1:00 pm - 2:30 pm
Cost:
Free

Organiser

James Thatcher
Phone
530-395-0202 ext.201
Email
hello@brightlakewealth.com
View Organiser Website

Venue

Rogue Community College
7800 Pacific Ave
White City, OR 97503 United States
+ Google Map
Phone
541-956-7500
View Venue Website