Timely Event at Hillsboro Public Library - Brookwood in Hillsboro, OR

Preserving Your Estate

Wills, Trusts & Time-Tested Strategies to Help You Leave a Lasting Legacy

Event Details

Hillsboro Public Library – Brookwood
2850 NE Brookwood Pkwy, Hillsboro, OR 97124

Event Options:

– Tuesday, June 17 at 11:00 a.m.

– Tuesday, June 17 at 6:30 p.m.

– Wednesday, June 18 at 10:30 a.m.

– Wednesday, June 18 at 2:00 p.m.

– Wednesday, June 18 at 6:30 p.m.

RSVP NOW!

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 Hillsboro Public Library – Brookwood 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 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!

Days
Hours
Minutes
Seconds
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.

Will

Meet Your Host

Erik Bloomfeldt | Insight Financial
Erik helps individuals and families, professionals and business owners with strategies to grow and protect their wealth and design retirement income while minimizing their tax burden. He has been working in the industry for over 20 years and has helped hundreds of investors design, build and maintain their investment portfolios, estate plans and financial plans. You can contact Erik by visiting www.InsightRIA.com
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¹ https://www.cnbc.com/2022/04/11/67percent-of-americans-have-no-estate-plan-heres-how-to-get-started-on-one.html

Insight Financial, Inc. is an investment advisor firm registered with the States of Oregon and Washington. Such registration does not imply endorsement, or a certain level of skill or training, and no inference to the contrary should be made. Insight Financial, Inc., its strategies, and further disclosures are described in more detail in Part 2 of the firm’s current Form ADV, which is available upon request. The strategies, plans, and/or investments referenced may not be suitable for all plan sponsors/investors because the appropriateness of a particular strategy, plan, and/or investment will depend on the plan/investor’s circumstances and objectives. Every investment in securities presents the risk of financial loss as well as gain. Insight Financial and Your Retirement Reality are unaffiliated entities. Licensed Insurance Professional.

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.