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Legacy Trust Counsel INVITATION TO JOIN WEBINAR!

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.

Legacy Trust Counsel INVITATION TO JOIN WEBINAR! Learn How Medicaid Estate Planning Can Protect Your Home & Life Savings It’s a fact of life, we can’t control when an illness, accident, disability or death will occur.Nor can we predict when we might face a crisis during our lives such as a divorce, lawsuit, bankruptcy, the […]

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Legacy Trust Counsel ¡invitación para participar en nuestro próximo seminario web en español!

Legacy Trust Councel La abogada especializada en planificación del patrimonio familiar, Elena Ortega-Tauler, nos explicará qué sucede si quedamos incapacitados o fallecemos con o sin testamento y qué plan ya existe para usted, porque le guste o no, el estado de Florida YA tiene un plan para usted. Se trata de las leyes de sucesión intestada de Florida.

Legacy Trust Counsel ¡Invitación Para Participar en Nuestro Próximo Seminario Web en Español! ¿Qué es la “planificación patrimonial”? ¡Buena pregunta! La abogada especializada en planificación del patrimonio familiar, Elena Ortega-Tauler, nos explicará qué sucede si quedamos incapacitados o fallecemos con o sin testamento y qué plan ya existe para usted, porque le guste o no, el […]

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