Having a solid Estate Plan is vital for anyone who owns a home or has assets. Recent updates to IRS Revenue Codes from the actions of the current Administration, Senate, and Congress could impact your ability to use key Estate Planning tools effectively. You’ll learn clear, practical insights on helping protect your family and heirs from unnecessary stress, taxes, and the high costs of probate.

Topics of Discussion:

1. Wills vs. Living Trusts: Their advantages and disadvantages.
2. 2026 Taxes: How the rising national debt may increase your tax burden in retirement.
3. Face the Big Beautiful Bill with Confidence: Develop a proactive strategy early to minimize surprises.
4. Power of Attorney: What type is the best and which one could help avoid potential pitfalls if you become disabled
5. Avoiding Probate: Understanding probate and how to sidestep it.
6. Nursing Home Costs: Strategies to help protect your home and savings from rising care expenses.
7. Tax Strategies: Ways to reduce future taxes and transfer more wealth to your heirs.
8. Property Ownership Risks: Why transferring property to children may not be the best move

Secure your reservation today! Register by phone at 256-536-3075 or register online at www.youRSVP.com