Estate Planning Seminar

thu13nov6:00 pmEstate Planning Seminar6:00 pm Boulevard Steakhouse - Edmond, 505 South Boulevard Edmond, OK 73034

Boulevard Steakhouse - Edmond505 South Boulevard Edmond, OK 73034

Time

thursday, november 13 6:00 pm

Location

Boulevard Steakhouse - Edmond

505 South Boulevard Edmond, OK 73034

Event Details

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.

more

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