This educational presentation is general in nature and is designed to help you learn more about basic estate planning strategies that are designed to help you protect your financial legacies. We will discuss:
- Information about wills, trusts, and probate.
- How Long-Term Care expenses could impact your estate.
- General strategies designed to help preserve wealth and minimize taxes when possible.
Complimentary lunch provided. Retirement Planners of America is not an estate planning law firm and does not practice estate planning. We are a retirement planning firm based in Plano.