Timely Event at Morningside University in Sioux City, IA
Preserving Your Estate
Wills, Trusts & Time-Tested Strategies to Help You Leave a Lasting Legacy
Event Details
Morningside University
1501 Morningside Ave, Sioux City, IA 51106
Event Options:
– Monday, May 19 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 Morningside University 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: 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.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 Hosts
Michael Nash, CLU®, ChFC®, LUTCF | Financial Advisor & Founder of M.G. Nash Financial Solutions
Mike Nash, Founder of MG Nash Financial Solutions is a Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) and holds his life and health licenses along with securities registrations. He strives to impart the knowledge required for clients to make informed financial decisions. Mike understands that establishing goals and then implementing effective strategies are critical to having a reliable retirement.
Mike’s passionate about nurturing client relationships. He and his staff take a personal approach when working with clients, tailoring plans to each one’s circumstances. Solid long-term relationships are built on honesty, integrity and trust, and Mike believes in working to earn yours.
Jake Natwick | Partner at Heidman Law Firm
Jake Natwick is a partner at the Heidman Law Firm (Sioux City and Sheldon), specializing in estate planning and probate as well as other transactional matters. He grew up in Fargo, North Dakota and graduated from the University of Minnesota with degrees in Music and English before attending the University of Iowa College of Law. Jake is married and has two sons at home with another on the way. When he’s not working, he loves to play guitar and disc golf.
© 2024 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
Securities and advisory services offered through duly registered individuals on behalf of CreativeOne Securities, LLC, Member FINRA/SIPC and Registered Investment Adviser. M.G. Nash Financial Solutions, Inc., CreativeOne Securities, LLC, and Your Retirement Reality are unaffiliated companies. Licensed Insurance Professional.
Mike Nash
3214 Singing Hills Blvd.
Sioux City, IA 51106
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.