Did you know that if you are married, only about 15% of the total value of all your assets will be controlled by the terms of your Last Will and Testament? Did you also know that according to various studies, over half of adults in the United States do not have a will? Estate planning, though seemingly complicated, tedious, and time-consuming, is an often overlooked aspect of our personal finances. Please join us for an estate planning boot camp where Larry Metzler, President of Apogee Financial Services Group, Inc. and Innovative Retirement Solutions, LLC, will teach you how to:
• Plan and protect your estate and your children’s inheritance
• Minimize the impact of federal and state estate and inheritance taxes
• Protect your estate from the “spend down” of your assets on long term nursing home care
• Protect your estate from extended probate and legal entanglements
• Create a “Legacy Plan” to enable you to lower death taxes and pass more of your wealth to your loved ones
Part 2 will be on 8/14 at 12pm.
