Timely Event at The School Board Building of Sarasota County in Sarasota, FL
Preserving Your Estate
Wills, Trusts & Time-Tested Strategies to Help You Leave a Lasting Legacy
Event Details
The School Board Building of Sarasota County
1960 Landings Blvd, Sarasota, FL 34231
Event Options:
– Tuesday, November 11 at 6:00 p.m. – Thursday, November 13 at 6:00 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 The School Board Building of Sarasota County 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
Adam Smith | Managing Partner | Private Financial Counsel
Adam started his independent practice in 2006. He serves clients nationally. Early in his career, he passed the Series 6, Series 7, Series 63, Series 65, and Series 24 securities licensing exams. Adam is currently life and health insurance licensed in many states and has previously achieved the Accredited Investment Fiduciary (AIF) designation, as well as the Chartered Federal Employee Benefits Consultant (ChFEBC) designation.
Originally from the mid-west, Adam has lived in Florida with his wife of twenty-four years and his four children since 2003. A graduate of Indiana University’s Kelly School of Business, with a degree in finance and economics, Adam often points out that what he does for clients has been learned through experience, not classwork. An avid fisherman, SCUBA diver, alpine skier, college sports enthusiast, and wine aficionado, when Adam is not working to serve clients, his first love is for his family.
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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
Adam Smith and Private Financial Counsel do 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.
Any References To Protection Benefits Or Steady And Reliable Income Streams On This Website Refer Only To Fixed Insurance Products. They Do Not Refer, In Any Way, To Securities Or Investment Advisory Products. Annuity Guarantees Are Backed By The Financial Strength And Claims-Paying Ability Of The Issuing Insurance Company. Annuities Are Insurance Products That May Be Subject To Fees, Surrender Charges And Holding Periods Which Vary By Insurance Company. Annuities Are Not FDIC Insured.
None Of The Information Contained On This Website Shall Constitute An Offer To Sell Or Solicit Any Offer To Buy A Security Or Any Insurance Product.
Private Financial Counsel, LLC and Federal Retirement Advocates is not employed by, affiliated with or endorsed by the United States Federal Government and do not represent the United States Federal Government.
Asset Management and Investment Advisory Services offered through Caitlin John Private Wealth Management, a SEC Registered Investment Advisor Firm, headquartered at 1024 E. Grand River Ave, Brighton, Michigan 48116 / (810) 355-1325. Private Financial Counsel, LLC and Caitlin John Private Wealth Management are separate entities and are not affiliated.
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.