What was discussed:
1. Money-saving strategies in Estate Planning.
2. Tax-minimizing strategies that build generational wealth.
3. Easy strategies to protect your children’s inheritance from being seized if they get sued.
4. How to preserve your estate for your children should you pass away, and your surviving spouse gets remarried.
5. How to keep your affairs private and your loved ones out of court if you become disabled and can’t speak for yourself. (Hint: Not all Powers of Attorney are valid!)
6. All about probate and what steps you can take now to help your family avoid this expensive and time-consuming legal process.
7. How parents (and grandparents!) of children with special needs can plan for a lifetime of care without jeopardizing eligibility for essential benefits like Medicaid or Supplemental Security Income (SSI).
8. The advantages and disadvantages of both wills and trusts.