Estate & Tax Planning in Retirement - Retire SMART

Details

Date:

March 27

Time:

06:30 pm - 07:30 pm

Click to Register: https://www.eventbrite.com/e/estate-tax-planning-in-retirement-tickets-1258713338479

Organizer

Retire SMART LLC

Website: https://www.eventbrite.com/o/retire-smart-llc-96526628473

Venue

13815 FNB Pkwy suite 400

13815 FNB Parkway #suite 400, Omaha, NE 68154

Omaha, NE, US, 68154

Multiple Dates

Mar

25

Tue , 6:30 PM - 7:30 PM

Estate & Tax Planning in Retirement

Tickets

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!

Contact Information

Disclosures

Our Affiliations

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Advisory services offered through SMART Wealth, an affiliate of Retire SMART. SMART Wealth, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940 and an affiliate of Retire Smart. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about SMART Wealth, LLC can be found by visiting www.adviserinfo.sec.gov and searching by the adviser’s name. This is prepared for informational purposes only. It does not address specific investment objectives. All investments are subject to risk including the potential loss of principal. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

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