Provide for Your Loved Ones and Protect Your Assets with Estate Planning
from Mark CostleyEDUCATIONAL PRESENTATION BY CLARITY LEGAL GROUP
AT THIS COMPLIMENTARY PRESENTATION, WE WILL DISCUSS SEVERAL TOPICS INCLUDING:
• How to avoid unnecessary cost and delay with a living trust.
• How to avoid having a Will or Living Trust that says what you want, but fails to DO
what you want.
• How to protect your children’s inheritance from lawsuits and divorcing spouses.
• How to qualify for Medicaid and use it to pay for nursing home and long-term care
expenses, potentially saving you thousands of dollars or more per month.
• How recent changes relating to Individual Retirement Accounts (IRAs) under the
SECURE Act will impact your estate plan.
• How to plan to protect your family from the consequences of your possible incapacity.
• How to provide for family members with special needs.
• How to protect your children’s inheritance in the event your spouse remarries.
• Why putting your property in children’s names or giving it as a gift during your life may be a mistake. (from )
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September 10, 2024 from 6:00 to 8:00 pmSeptember 10, 2024 06:00 to September 10, 2024 08:00 -
University Club 3100 Tower Blvd Durham, NC 27707
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