Complimentary Event at The Center at Fairfield Glade in Crossville, TN
Legacy Planning Declassified
Strategies for Legacy Planning, Preservation & Retirement Income
Do you know how to keep your assets out of probate, reduce tax-exposure and create a plan to help ensure your heirs retain your assets?
Join us for an enlightening presentation that may help you better understand legacy planning strategies that help you preserve assets and understand how assets are transferred to heirs. You’ll also learn about common oversights that can dramatically impact your legacy.
The Center at Fairfield Glade
128 Stonehenge Dr, Crossville, TN 38558
– Wednesday, July 26 at 6:00 p.m.
Join us for a special presentation at The Center at Fairfield Glade while we discuss how to preserve your estate and your family.
What we’ll cover:
- The advantages and disadvantages of wills and trusts.
- Reducing tax exposure when transferring assets to heirs.
- How to plan your legacy to help ensure 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 help 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!
REGISTRATION CLOSES IN:
This event combines two empowering elements:
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 retirement income plan.
67% of Americans
have no legacy plan.²
Sounds crazy, but it’s true. Despite more than 50% of Americans thinking that legacy 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.
Licensed Insurance Professional and Founder of Aaron Payne Retirement Income + Legacy Planning
Aaron previously worked reviewing financial statements for the State of Tennessee Department of Revenue. He received a bachelor’s degree in business administration from Middle Tennessee State University, and a master’s degree in business administration from Trevecca Nazarene University.
When he isn’t working, Aaron enjoys spending time with his wife and two daughters. They are big fans of taking their RV to the Tennessee State Parks. He lives in Gallatin, Tennessee, and proudly calls the state his life-long home.
TN License Number: 2414189
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.
We do not provide tax, legal or estate planning advice or services. We are not affiliated with any government agency. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
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. 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. 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.