Truth about Estate Planninf

Description

Join the Otsego County Community Foundation for the "Truth about Estate Planning" presented by James L. Moore, JD, CExP. This interactive event will cover topics including: How to make life easier on your loved ones during troubling times. Do your children know what to do at the right time? What to consider before meeting with and selecting an estate planning attorney. How can you stay in control when you don’t understand the process yet? How to determine what your “gross estate” is, and why does it matter? Why most living trusts do not work, and how to ensure yours does. How to leave assets to your loved ones protected against divorces and creditors. How legal fees are determined and strategies to reduce your overall costs by 50%. Counseling vs. Word Processing - What are you really paying for? Probate: What is it? Why does everyone want to avoid it? What is the real “cost” of Probate? Why many living trusts do not avoid Probate. What is Trust Funding and why is it essential to the success of a living trust? How often should I update my estate plan? Changes in estate taxes - what is new and what should you do about it? What are your options today? How to plan your estate when estate taxes are uncertain. Thank you to our sponsor Michigan House Call Attorney - Richard Edmonds No tickets necessary. Please reserve your spot by emailing amanda@otsegofoundation.org or call 989-731-0597