A lot of love may have gone into the estate plan you created with your spouse, but it may also include serious dangers and pitfalls—thanks partly to changes in the law over the years. In this Valentine’s Day special legal webinar, we discuss a class of issues unique to married couples, widows, and widowers. Did you know that there are different kinds of living trusts? Some used to be very good, but have become outdated. For instance, recent legal shifts could cause your family to pay huge and unnecessary capital gains taxes! We’ll discuss hidden traps in plans that may have been written 5, 10, or 30 years ago—along with how to re-express your love with proper planning, and why a review of your existing trust may be vital!
Inheritance STRATEGIES for Your Wealthy Children
Do you have financially successful adult children? What will happen when they inherit your money and properties? Learn how to rethink your Estate Plan to protect the next generation!