WHAT YOU NEED TO KNOW ABOUT “WILL AWARENESS” IN 2024
If you’re among the people who are on the fence about a will, the best way to make smart decisions for your situation is to be armed with the facts.
Did you know?
- 64% of Americans say having a will is important, fewer than 32% have one.
- Only 43% of those age 55 or older have a will or living trust.
- 43% of U.S. adults blame procrastination as the most common barrier to estate planning.
Please join us for this complimentary informational seminar at Rogue Community College- Table Rock Campus in White City, Oregon. We will discuss how to create a solid life after work plan and spouses are encouraged to attend! These important topics will be addressed:
- Do I need a Will? Trust? Powers of Attorney?
- How can I avoid the cost and delays of PROBATE?
- How can I reduce Estate Taxes and leave more money to my loved ones?
- How can I protect my assets from the devastation of Nursing Home Costs?
- How will you keep your heirs from frivolously spending his/her inheritance?
- Who gets your home, who inherits all of your bank accounts, who will get your assets?
- Can you avoid family arguments over your belongings and keepsakes?
- How can I create Tax-Free Income at retirement?
We will be discussing:
- Do’s and Don’ts for transferring your assets (including your home or farm to your children)
- The benefits of avoiding probate for your family
- Protection from unexpected nursing home costs without nursing home insurance
- How to reduce or eliminate many forms of taxation
- The importance of having the right legal documents at the right time
If there’s a common unaddressed problem in the financial plans of many adults of all income levels, its what to do about their assets when they’re gone. 50% of all Americans will die without a will and 76% of Americans do not have an up-to-date will. We hope to see you there!
