Seminars

IRA INHERITANCE TRUST SEMINARS

If you have IRAs, 401(K)'s or other employer retirement plans in excess of $200,000, thanks to new tax laws, they may eventually be worth millions to your loved ones—and be seriously exposed by your current estate plan! Learn why your Living Trust may not be enough to properly protect your IRAs.

Find out how a separate IRA Inheritance Trust may help you:

• Assure that your beneficiaries take advantage of the maximum income tax stretch-out and allow your IRA to compound income tax-free for generations.
• Pass your IRA from your chldren to your grandchildren estate tax free!
• Protect your loved ones from losing your IRA to a divorce, lawsuit, creditors or government claims.
• Protect your beneficiaries with poor money management skills from mismanagement.

Learn why your Living Trust or Will may not be enough to properly protect your IRA's.

For Information on IRA Inheritance Trust Seminars, please contact us.

ETHICAL WILL SEMINARS

Ethical Wills communicate to your loved ones and friends your values, blessings, life's lessons, hopes and dreams fro the future, love and forgiveness.

Ethical Wills are based on Christian principles and have been in use for over 3000 years. It is a tradition which can even be seen in the Old and New Testament of the Bible. Initially, Ethical Wills were read to the family. Over time, they changed into written documents.

Many people write an Ethical Will at turning points in their lives: facing challenging life situations and at transitional life stages. They can be shared with family and community while the writer is still alive. Ethical Wills may be one of the most cherished and meaningful gifts you can leave to your family and friends.

For Information on Ethical Will Seminars, please contact us.

IS YOUR LIVING TRUST UP TO DATE OR WILL HIPAA SABATOGE IT???

As a homeowner, you probably should have (or already have) a Living Trust to protect your assets for your loved ones. But before you get a Trust (or feel secure with the one you have), you should know that all trusts do not protect your assets equally. Nor are all trusts maintained properly! Your Living Trust should do all it can do to:

• Comply with HIPAA. Otherwise, your loved ones may be forced into the expense and delays of Probate Court if you, your spouse or your successor trustees become ill or disabled.
• Protect your beneficiaries from losing their inheritance to divorce, lawsuits, creditors, government claims and a second estate tax!
• Protect your IRAs (and retirement plans you may roll over to IRAs) which, over time, may likely grow to become the largest assets you leave behind (and are unprotected by your Living Trust)!

Learn how you can fully protect your assets with a properly built and maintained Living Trust!!! Join us for a FREE seminar unlike any you'll ever attend!

For information regarding Living Trust Seminars, please contact us.