- How to Read a Trust (And Not Get Lost In The Legal Swamp)
- Trusts hit the HIGHEST tax bracket of 37% with just $13,050 in income upon your passing. Your children would have to earn $500,000 to be in the same bracket! If you didn’t know that, come find out why! Many changes regarding trusts due to SECURE Act!
- Trusts have Pour Over Wills, that can cause probate, and because of the SECURE ACT, can INCREASE taxes for your heirs and can cause INCREASED liability for YOU and your heirs.
- Hopefully you don’t own an IRA and a Living Trust?? We cover the IRS Publication that addresses the risks inherent with this flawed and over-used strategy by Advisors who are Un-informed and ill-informed.
- Do you have a 60-40 portfolio? Is it time to 86 (eliminate) it? What does the current Presidency mean for your portfolio strategies?
- Let our 29 years of experience and location in The Villages community educate you!
New LOCATION:
The Brownwood Hotel & Spa
Silas Room
3003 Brownwood Blvd.
The Villages, FL 32162
Phone: 352-307-8652
Due to COVID-19, seating is EXTREMELY limited and fills quickly. We practice social distancing and masks are recommended. We will be following all CDC guidelines at the time of the event for seating. Must make a reservation since seating will be limited and based on availability for the guidelines set at the time of the event. Complete the form below. Once we receive your information we will contact you to confirm your reservation.
(Note: Lawyers, Brokers, CPA’s or Advisors may NOT attend as space is needed for retirees.)
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The presenter, speaker and sponsor of this information is a licensed, independent Insurance agent. The presenter, speaker and sponsor of this information (Invitation) as well as the information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any Government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for Insurance products such as Medicare supplements, Long Term Care Insurance, Life Insurance, & Annuities.