Register now for a free
Simple Estate Planning Workshop on May 20, 2021
Schedule
* Seating is limited for those wishing to attend in person. This is a first come first serve basis. If you would like someone to attend with you, please forward this link and let them fill out the form as well. (Or refresh your browser after your registration and fill it out for them) If the option to come in person is not available below under options, that means the workshop has reached max capacity for in person.
* The Live Zoom has unlimited availability.
* Material packets for the workshop will be emailed to those attending by Zoom. In person attendees will receive their packet when they arrive day of.
* If you have any questions please email: doug.jones@wildesfinancial.com or call 843.485.4371 ext. 101
The Topics Covered:
- Why a simple will is not enough to protect you and your family
- How to transfer your financial wealth and “life wisdom” to future generations
- What to consider before meeting and selecting an estate planning attorney
- Why most living trusts do not work and how to assure your trust meets your goals
- How to leave assets to your loved ones protected against divorces and creditors
- How legal fees are determined and strategies to reduce your overall costs by 50%
- How to plan for “special needs” children
- Probate—what it is, why does everyone want to avoid it?
- What is the real cost of Probate?
- Why are many Powers of Attorney not accepted by financial institutions?
Register now for a free
Complex Estate Planning Workshop on May 21, 2021
Schedule
The Topics Covered:
- What is Trust Funding and why is it essential to the success of my living trust?
- The Estate Planning Process—who do you meet with and how to prepare?
- Changes in Estate Taxes—are they really gone forever?
- Counseling versus Word Processing—what are you really paying for?
- How to make life easier on your loved ones during troubling times
- Do your children know what to do at the right time?
- Why many Living Trusts do not avoid probate?
- How to store legal documents so they are accessible when they are needed
- How often should I update my estate plan?
- What is the real cost of an outdated estate plan?