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Estate & Tax Planning in Retirement

May 15 @ 6:30 pm - 7:30 pm

Estate and Tax Planning
Learn how to protect your estate and discover the best ways to provide security for your loved ones.

Financial Advisor Mike Schudel and Estate Planning Attorney Colin Kastrick will lead this workshop, covering essential estate & tax planning strategies, including:

  • Strategies for Couples: Learn how couples can qualify for exemptions from federal estate taxes.
  • The Benefits of a Trust: Discover why every homeowner should consider a trust for enhanced asset protection.
  • Family Control: Plan so your family retains control of your assets rather than the courts.
  • Wills vs. Trusts: Understand the key differences between wills and trusts to make informed decisions.
  • Avoiding Probate: Explore ways to bypass the costly and time-consuming probate process.

Don’t miss this opportunity to gain valuable insights into securing your financial future!

Estate & Tax Planning in Retirement (Event)

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Details

Date:
May 15
Time:
6:30 pm - 7:30 pm
Website:
www.retiresmartnow.com

Organizer

Retire SMART LLC

Other

Phone Number
402-369-7777
Email Address
events@retiresmartnow.com

Venue

FNB Pkwy suite
13815 FNB Pkwy suite 400
Omaha, NE 68154 United States
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SMART Library

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