Wills & Trusts: Estate Planning Workshop

About This Workshop

Recent changes to IRS Revenue Codes and legislative developments require updated estate planning strategies. Learn practical insights to protect your family from unnecessary taxes, stress, and probate costs.

What You’ll Learn

Key Topics Include:

• 2025 Tax Changes: How rising national debt may increase your retirement tax burden
• Estate Tax Updates: What returning to “historical norms” means for your legacy
• Wills vs. Living Trusts: Advantages and disadvantages of each
• Power of Attorney: Choosing the right type and avoiding common pitfalls
• Tax Strategies: Methods to reduce future taxes and transfer more wealth to heirs
• Probate Avoidance: Understanding and sidestepping the probate process
• Property Ownership: Why transferring property to children may backfire
• Healthcare Costs: Protecting your assets from rising nursing home expenses

Perfect for homeowners, parents planning wealth transfer, and anyone with significant assets or retirement accounts.