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Estate Planning

June 17 @ 6:00 pm - 7:30 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 The Stirring in Redding, CA. 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 17
Time:
6:00 pm - 7:30 pm
Cost:
Free
Website:
https://www.brightlakewealth.com/james-thatcher-estate-planning-workshop/

Organiser

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

Venue

The Stirring
2250 Churn Crk Rd
Redding, CA 96002 United States
+ Google Map
Phone
(530) 510-1990
View Venue Website