Provide for Your Loved Ones and Protect Your Assets with Estate Planning

from Mark Costley

EDUCATIONAL 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 )

bit.ly/3Tg80yd

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