Legacy Wealth Planning Seminars

Seminar Information

Legacy Wealth Planning Seminar Tuesday, August 10, 2010 02:00 PM - 04:00 PM AmeriTel Inn - Spectrum 7499 West Overland, Boise (Overland and Cole) THE BIGGEST THREAT TO YOUR ESTATE IS NO LONGER PROBATE AND TAXES . . . IT’S DISABILITY, OUTDATED DOCUMENTS, UNPROTECTED DISTRIBUTIONS, AND THE FAILURE TO PASS DOWN THE NON-FINANCIAL ASSETS TO YOUR FAMILY.   In this revealing workshop we will discuss why your trust documents may not do what you thought and want them to do.  The aftermath of these “bare bones” trusts has been the loss of assets, financial devastation, and resentment even within the closest families.   We will look at real-life issues facing families today that most trusts don’t cover . . .   1.       Disability for either spouse – financially and emotionally devastating 2.       Your surviving spouse re-marries, has creditor problems or is sued 3.       Your children and grandchildren go through divorces, re-marriages, bankruptcies, have lawsuits or creditor problems 4.       Your documents are so outdated that they either don’t work or they don’t do what you want them to do now 5.        Passing on your personal legacy – values and wisdom   Legacy Wealth Planning provides protection for all your concerns and goals.  You owe it to your family to learn whether your existing documents are up-to-date and do what you actually need them to do.

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