Timely Event at La Vista Public Library in La Vista, NE
Preserving Your Estate
Wills, Trusts & Time-Tested Strategies to Help You Leave a Lasting Legacy
Event Details
La Vista Public Library
9110 Giles Rd, La Vista, NE 68128
Event Options:
– Tuesday, November 4 at 6:00 p.m. – Wednesday, November 5 at 6:00 p.m.
Seating is limited. There is no charge to attend! This event is not sponsored by or affiliated with La Vista Public Library or the City of La Vista.
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 La Vista Public Library 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!
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 Host
Jordan Brill, Investment Advisor Representative | Trinity Financial Group
What sets Jordan apart is his unwavering dedication to serving clients’ best interests. He understands the importance of transparency in financial advisory relationships, and he prioritizes open communication and tailored strategies to meet clients’ evolving needs.
In addition to his role as an investment advisor, Jordan is committed to empowering retirees with knowledge and confidence. He hosts informational workshops, seminars, and webinars on retirement planning topics, equipping clients with the tools and insights they need to make informed decisions about their financial future.
In Jordan’s downtime, he finds joy in spending time with his wife Sklyar and cherishing moments with his two children, Jaxson and Payton, and their beloved dog, Bud. He is an avid Husker football & Duke basketball fan, golfer, self-proclaimed BBQ genius, and enjoys traveling to beach destinations.
Whether your retirement goals include dreaming of traveling the world, spending more time with family, or pursuing lifelong passions in retirement, Jordan is dedicated to helping you achieve your vision with confidence and clarity.
Meet Your Presenter
Gavin Brown, Attorney | Estate Planning Law Group of Blazek & Gregg
Gavin is from Grand Junction, Colorado. He graduated with distinction from Hastings College in 2021, where he played baseball and received a double-major in accounting and business administration with a minor in political science. Gavin received his Juris Doctor Degree from Creighton University School of Law in 2024 with a business specialization.
Growing up, Gavin was the oldest of four children. He enjoys returning home to the mountains to see his family. Outside of work, he enjoys trivia, golfing, and any other outdoor activities. His favorite part about living in Omaha is the incredible food that the city has to offer.
© 2025 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
Jordan Brill and/or Trinity Financial Group does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
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.