Estate planning applies to everyone, not just the wealthy. Learn how these seven important topics affect the majority of families: 1. Probate and Trusts: Understanding probate and the proper use of trusts, along with its misconceptions. 2. Estate Taxes: Maximizing tax efficiency with gifting, bequeathing, and inheritance taxes. 3. Income Taxes: Properly structuring your estate and beneficiaries to maximize income tax strategies across multiple generations. 4. Protection from Creditors: Bulletproofing your children’s and other loved ones’ inheritances from potential divorce, lawsuits, credit card debt, etc. 5. Divorce/Remarriage: Securing family wealth in the family bloodline from diversion to in-laws, new partners, and stepchildren. 6. Incapacity: Methods to allow for others to act on your behalf when you cannot. 7. Gifting and Gift Tax: Understanding the rules of gifting and the gift tax. For ages 35+.
Partners/spouses of registered participants may attend for an additional cost of $30, payable during the registration process.