Home / DCC Member Offers / Legacy Trust Counsel INVITATION TO JOIN WEBINAR! / Legacy-Trust-A-doral-chamber-of-commerce-042123


By | Published 2023 | Full size is 713 × 713 pixels

Legacy Trust Councel In less than 60 minutes, virtual webinar attendees will learn: • Whether you need a will or trust? Discover the advantage and disadvantages of both. • How to keep your affairs private and your loved ones out of court if you become disabled and can’t speak for yourself. (Hint: Not all Powers of Attorney are valid!) • All about probate and what steps can you take now to help your family avoid this expensive and time-consuming legal process when you’re gone. • If you will you owe estate taxes. Learn how to help your heirs minimize or even avoid “death” taxes after your passing. • How to create a long-term care plan before it’s needed so that you are able to stay as independent as possible and in complete control of your decisions as you age. • Why owning assets jointly or putting property in a child’s name is likely a huge mistake—and what to do instead to accomplish your goals in a secure way. • Easy strategies to protect your children’s inheritance from being seized if they get divorced, sued or file bankruptcy in the future. • How to preserve your estate for your children should you pass away and your surviving spouse gets remarried (without a plan, your family’s inheritance will legally go to the new husband or wife!). • How to qualify and use Medicaid to pay for nursing home expenses which can average $6,000 monthly. • How parents (and grandparents!) of children with special needs can plan for a lifetime of care without jeopardizing eligibly for important benefits like Medicaid or Supplemental Security Income (SSI). Every attendee will receive $250 OFF a Family Wealth Plan, should you decide now is the time to set up your planning. Attendees will also have the option to book a private 2-hour consultation with Elena ($750 value) FREE of charge! One final thought: Remember that estate planning isn't for YOU, it's for your LOVED ONES. Legacy Trust Counsel is here to help you wherever you are on your journey.

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