Living Trusts for Peace of Mind

Event Details

  • DateWed 05 August 2020
  • Time10:00 AM - 11:00 AM
  • VenueOnline
  • LocationOnline event Fremont National 9453
  • TypeNetworking
  • Ticket$$110 per person
  • Table$Price for a table per table (seats Normally between 8-12)
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Overview Life and money are inextricably linked, whether you like it or not. Whenever you're about to embark on a new chapter in your life, it’s crucial to have your financial affairs in order. Maybe you're starting a new job or changing jobs, starting a business or making plans for your wedding day. Perhaps purchasing a new home is on the horizon or sending your kids off to college. There are major events throughout your lives that you must manage. Some you can plan for and others are totally unexpected but with this checklist, you can make sure you’re prepared. Why you should Attend 55% of Americans do not have a will, living trust or other estate plan in place. The majority of Americans need help to protect themselves and their families. Probate can be a long and expensive process. Living Trusts Avoid probate wills no not. Living Trusts offer increased privacy. Wills are public record. Living Trust can distribute assets quickly. It can take months or years if all you have is a will. Living Trust benefit you while you are still alive. Areas Covered in the Session Update & Add documents to make your estate plan current & Complete Educate yourself so you understand your new financial situation Create a healthy legacy plan focused on who you are Design your new life (Don't leave it to chance) Create an income you will outlive Who Will Benefit CEO Business Owners Any Employee Anyone who owns a home and has assets Speaker Profile Kris Miller is a Legacy Wealth Strategist. Her clients learn how to change their families’ financial realities and create incomes they will never outlive. Not one person has lost a single dime on her watch.