Estate Planning

Do you have all of your estate in order?

Is your estate prepared for the future?

Imagine this: everything you’ve worked for, your home, your savings, your treasured belongings, all at risk because you don’t have a will. Nearly half of Americans don’t have a will or living trust. What happens if something unexpected occurs? Without proper estate planning, your family’s future could be left to chance.

This isn’t just about paperwork; it’s about the goal of protecting your family and ensuring your wishes are honored. It’s about confidence in your estate plan.

Don’t wait until it’s too late. Join us for a free workshop that will equip you with the knowledge to make informed decisions about your estate. Take control of your future today—are you ready to take the first step?

What is Covered?

– Wills, trusts, and powers of attorney.

– Strategies aimed to avoid probate and minimize estate taxes.

– Strategies to aim to protect assets from nursing home costs.

– Creating a will: Essential elements and common pitfalls.

– Understanding and establishing trusts for asset preservation.

– Effective use of powers of attorney and advance healthcare directives.

– Techniques to prevent family disputes and ensure heirs honor your wishes.

– Reducing taxes and creating tax-free income in retirement.

– Finalizing and updating your estate plan

Guest Presenter:

Mac James Thatcher

From a young age, James Thatcher had an interest in personal finance. He opened up his own IRA at 19 and often helped friends and relatives create monthly budgets and financial plans to keep track of their money. Growing up in the midwest, where a firm handshake was often the beginning of a long-lasting relationship, James also learned the value of personal connections and showing up for others early on. James spent several years working in customer service, following his passion for helping others. As a Financial Advisor, he takes pride in assisting clients in creating a comprehensive financial strategy that sets them up for retirement.

REGISTER:

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Social Security and Market Volatility (White City, OR)

October 8, 2024 @ 6:00 pm - 7:30 pm

Free

Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including from Social Security and retirement accounts), and strategies that may position yourself for better returns with the current market volatility and inflation.

It is important to understand how to harvest your investments and collect retirement income in the most tax efficient manner because you may potentially save thousands of dollars.

Attend This Workshop and Learn:

➢ When to claim your social security benefits to receive the highest income

➢ Financial strategies that could increase your retirement income and last a lifetime

➢ How to deal with the current market volatility and inflation

➢ Ways to potentially structure your retirement savings so you may worry less about running out of money

➢ Common misconceptions about retirement planning

➢ Tools and methods available to retirees to help develop a retirement tax strategy

Details

Date:: October 8, 2024
Time:: 6:00 pm - 7:30 pm
Cost:: Free

Organiser

: James Thatcher
Phone: 530-395-0202 ext.201
Email: hello@brightlakewealth.com
: View Organiser Website

Venue

: Rogue Community College
: 7800 Pacific Ave
White City, OR 97503 United States + Google Map
Phone: 541-956-7500
: View Venue Website

Disclosure

This website Bright Lake Wealth Management (this “Website”) is owned and operated by Bright Lake Wealth Management. Bright Lake Wealth Management offers investment advisory services and is registered with the state. Registration does not constitute an endorsement of the advisory firm by the state nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Bright Lake Wealth Management as of the date hereof, which are subject to change without notice at any time. Bright Lake Wealth Management does not represent that any opinion or projection will be realized. Bright Lake Wealth Management, nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.