Complimentary Event at Washtenaw Community College in Ann Arbor, MI
Estate Planning Declassified: Preserve What Matters to You
Strategies for Estate Planning, Preservation & Retirement Income
Event Details
Washtenaw Community College
4800 E Huron River Dr, Ann Arbor, MI 48105
Event Options:
– Wednesday, November 8 at 6:30 p.m.
– Thursday, November 9 at 6:30 p.m.
Seating is limited. There is no charge to attend! Washtenaw Community College does not endorse and is not affiliated with this event.
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:
- The advantages and disadvantages of wills and trusts.
- Reducing 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, how you can 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: All information provided is secure and confidential. Please provide valid email and phone number for seminar 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 plan.
67% of Americans
have no estate plan.²
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.² 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 Host
Nicholas Bour, CLTC®, NSSA® | Founder & CEO of Inspire Wealth
After working across several major companies throughout his career, Nick decided to build his own Firm to fully realize his vision for a business model that would arm clients with the knowledge and tools to plan for their tomorrow. Nick takes an educational approach to Financial planning. He aims to lead his clients down the right path while providing a complete picture of the road ahead. Part of his comprehensive process involves his team members and the unique skills they offer to best serve the clients of Inspire Wealth.
In addition to providing clear action steps, Nick encourages his clients to use their wealth as a tool to create memories along with a legacy enjoying the wealth they have built with their loved ones now and creating lasting memories before leaving it behind for future generations to inherit.
When it comes to making memories and family values, Nick likes to practice what he preaches. He and Jen, his wife of seventeen years, enjoy spending time at their family cottage on Long Lake with their two children, Toby and Olivia. They enjoy all sorts of quality time, from off-roading on the trails to relaxing sunsets. For Nick, helping his clients achieve the comfort and confidence to enjoy their wealth with their family, as he does, is his life’s greatest passion.
© 2023 Your Retirement Reality | Privacy Policy
¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
² https://www.cnbc.com/2022/04/11/67percent-of-americans-have-no-estate-plan-heres-how-to-get-started-on-one.html
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. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. Investing involves risk, including possible loss of principal. We are not affiliated with any government agency. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not 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. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.