Complimentary Presentation at Worcester JCC in Worcester, MA
Estate Planning Declassified
Strategies for Estate Planning, Preservation & Retirement Income
We All Deserve An Estate Plan We Can Be Confident In
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 for an enlightening presentation that may help you better understand estate 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 estate.
Event Details
Worcester JCC
633 Salisbury St., Worcester, MA 01609
Event Options:
– Wednesday, August 9 at 6:00 p.m.
This event is not sponsored or affiliated with the Worcester JCC.
Join us for a special presentation at Worcester JCC 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 estate to help make sure it passes on to your loved ones most efficiently.
- How probate works and, more importantly, how you may be able to 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: All information provided is secure and confidential. Please provide valid email and phone number for presentation confirmation purposes. Seating is limited. Nothing will be sold and there is no charge to attend!
REGISTRATION CLOSES IN:
Why attend?
This presentation combines two empowering elements:
Professional Insight
Live instruction from knowledgeable 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 estate plan.²
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.
FEATURED PRESENTERS:
Greg Lavelle, MBA
CEO of RetirementAdvisers.net
The desire to keep learning and his foundation in family values are what drive Greg Lavelle in his work. He enjoys getting to know his clients and collaborating with them to design their retirement roadmaps.
With 25+ years of helping clients with pre- and post-retirement planning, Greg is committed to always putting clients’ needs first to help ensure they have a stable, reliable retirement. His customized and process-driven system for wealth accumulation and tax planning strategies helps him to uncover the right strategies for his clients while at the same time, preserving and protecting their wealth and creating a legacy for their families.
Greg prides himself on his expertise in retirement planning strategies, including Social Security, Medicare, long-term care, and income planning, so he can assist clients in mapping out the retirement-income strategy that’s right for them. He is diligent about keeping an open mind and treating every client with dignity and respect.
To best serve his clients, Greg is licensed for life, health, annuities and registered for mutual funds in several states, holds his MBA from Northeastern University in Boston, Massachusetts, and has been featured on radio and television because of his subject-matter knowledge. He is also a proud United States Navy veteran.
Outside of work, you can find Greg spending time with his family, running or biking.
Craig M. Higgins, J.D.
Craig M. Higgins grew up in central Massachusetts. After high school, he attended Massachusetts Bay Community College where he graduated with high honors and was the commencement speaker at the 50th graduation ceremony. He then studied at the University of Massachusetts Boston where he graduated cum laude with a Political Science, B.A. and then went on to attend the Massachusetts School of Law at Andover where he obtained his Juris Doctorate.
Among his accomplishments at the Massachusetts School of Law he received a CALI excellence for the future awards in Legal Remedies and Writing and Appellate Advocacy. He was on the Thurgood Marshall Mock Trial Advocacy team, placing #4 overall in the United States and #1 in the Northeast Region. Prior to becoming an attorney, he was a Real Estate Agent with LAER Realty Partners, a paralegal with the Law Office of Michael Lennon and also worked with the Law Office of Lampert, Hausler and Rodman, P.C., worked as a Case Specialist for the Commonwealth of Massachusetts Estate Recovery Unit and he is a Notary Public.
He has won multiple cases for his clients including trials, motions and had multiple cases result in dismissals. His background demonstrates his dedication to results and efficiency which is brought to his clients each day. With 25+ years of helping clients with pre- and post-retirement planning,
© 2023 Your Retirement Reality | Privacy Policy
¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
² https://www.cnbc.com/2022/04/11/67percent-of-americans-have-no-estate-plan-heres-how-to-get-started-on-one.html
Securities offered through CreativeOne Securities, LLC Member FINRA/SIPC. Retirement Advisers and CreativeOne Securities, LLC are not affiliated. We do not offer tax, legal or estate planning advice or services.
Greg Lavelle | RetirementAdvisers.net
195 Park Ave.
Worcester, MA 01609
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.