Jon will talk about the 8 costly mistakes that families make in estate planning:
Avoid the government’s estate plan for you.
2. NURSING HOME COSTS:
Protect your nest egg from nursing home costs.
Ex in-laws could walk off with up to 50% of your assets.
4. REMARRIAGE & BLENDED FAMILIES:
Prevent your assets from going to a stranger or future step-children, instead of your children.
5. CAPITAL GAINS TAX:
Minimize estate and federal capital gains taxes.
6. RETIREMENT PLANS:
Preserve your IRA or 401(k).
7. HEALTHCARE POWER OF ATTORNEY:
Avoid the humiliation and expense of a guardianship.
8. COMMUNITY PROPERTY:
Take advantage of special community property laws.
by filling in the form below
or email firstname.lastname@example.org
or call (928) 778.2655