Estate Planning Seminar

Content we will be covering:

1. Choosing between a Will and a Trust.
2. The two types of trusts: Revocable & Irrevocable.
3. PROBATE – what is it, why does everyone want to AVOID IT?
4. How to avoid losing my life savings and my home to long term care costs?
5. If I die first, and my spouse remarries, will my kids still get the money?
6. Why putting property in children’s names is a mistake.
7. How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
8. How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
9. Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.