Timely Event at Washtenaw Community College in Ann Arbor, MI
Preserving Your Estate
Wills, Trusts & Time-Tested Strategies to Help You Leave a Lasting Legacy
Event Details
Washtenaw Community College
4800 E Huron River Dr, Ann Arbor, MI 48105
Event Options:
– Thursday, May 8 at 11:00 a.m. – Thursday, May 8 at 6:30 p.m.
Seating is limited. There is no charge to attend!
Do you know how to keep your assets out of probate, reduce tax-exposure and create a plan to ensure your heirs retain your assets?
Join us at Washtenaw Community College for an enlightening presentation that may help you better understand estate planning strategies to help you preserve assets and understand how assets are transferred to heirs. We’ll discuss:
- Advantages and disadvantages of wills and trusts.
- Strategies designed to reduce tax exposure when transferring assets to heirs.
- How to plan your estate to make sure it passes on to your loved ones most efficiently.
- How probate works and, more importantly, strategies to help you avoid probate altogether.
- Preserving your assets against potential risks such as children’s debt, changing tax laws, divorce and disability.
- Identifying the documents needed to preserve your estate.
- Establishing a power of attorney and why it could be important.
- Strategies to help preserve heirs from blowing their inheritance.
- Leveraging dollars for planned charitable giving.
- Why putting property in your children’s names may be a mistake.
- Developing a plan to pay for nursing home expenses if needed while in retirement.
- And much more!
Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Seating is limited. There is no charge to attend!
Do you have an estate plan in place?
Don’t miss this information-packed event!
Why attend?
This presentation combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a complimentary retirement snapshot analysis for your current strategy.
67% of Americans
have no estate plan.¹
Sounds crazy, but it’s true. Despite more than 50% of Americans thinking that estate planning is at least somewhat important, only 33% have a will or living trust.¹ When asked why they don’t have a will, 1 out of 3 respondents believe they don’t have enough assets to leave behind.
Meet Your Hosts
Nicholas Bour, CLTC®, NSSA®, CAPP, IRMAACP | Founder & CEO of Inspire Wealth
In addition to providing clear action steps, Nick encourages his clients to enjoy their hard-earned wealth with their loved ones now, and to create lasting memories before leaving it behind for future generations to inherit
Phillip Reed J.D., CAPP | Founder & Attorney of Reed Law PLC
My practice is more than legal work. I am a business strategist and asset protection specialist holding the certified asset protection planner designation. I help design dynamic plans that protect both families and businesses. I help guide businesses to profitability and scalability utilizing both legal planning and business operation guidance.
The significance of prudent planning, understanding the intricacies of debt, and recognizing the ramifications of a poorly executed strategy deeply inform my approach. Whether crafting a comprehensive estate plan or launching a new business venture, I firmly believe that meticulous preparation is the cornerstone of success.
At the center of my world is my beloved wife, Amy, and our two precious daughters, Natalie and Sasha. Rounding out the family is our Australian Shepard, Zola. Amy, is a dedicated Nurse Practitioner helping those in need with their mental health. She is passionate for helping people heal and overcome psychological and mental disorders. She is a retired Army Captain and served our great country with honor.
My professional ethos centers on forging enduring relationships with my clients, embracing an innovative “think outside the box” approach to my work. I am an eternal optimist, choosing to see the glass as half full rather than half empty. My unwavering commitment is to not merely meet but to exceed the expectations of each and every client, delivering results that truly matter.
Together, let us navigate the path of life with confidence, armed with robust plans and fortified connections. Your security, growth, and aspirations are my driving force.
© 2024 Your Retirement Reality | Privacy Policy
¹ https://www.cnbc.com/2022/04/11/67percent-of-americans-have-no-estate-plan-heres-how-to-get-started-on-one.html
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.