How Estate Planning & Financial Strategies Work Together
Whether you’ve already started planning for the future or you’re just beginning to think about your options, one thing’s for certain: ensuring your financial and legal plans are working together is the #1 way to protect your family from being dangerously exposed to unnecessary taxes, legal challenges, state dictates, and more!
We invite you and a family member or friend to enjoy a delicious dinner at Alexander’s Mediterranean (on us!), while discovering how pairing estate planning and financial strategies can help you preserve wealth and rest easier, year after year.
Why attend now?
Financial Planning Integration – Starting early is critical! See how estate planning and financial planning work together to preserve and grow your wealth over time.
Secure Your Legacy – Creating a comprehensive estate plan is the surest way to safeguard your assets and ensure that your wishes are honored when it comes to care for children and pets, as well as property and much more.
Minimize Taxes – Discover strategies to minimize estate taxes, so your loved ones can benefit from your hard work.
Avoid Probate – Understand how to keep your estate out of probate court and save your heirs time and stress.
Common Mistakes – Avoid common estate planning pitfalls that could cost you and your family.
We promise a relaxing evening that will increase your peace of mind, and address many of your biggest questions.
What will you learn?
How to reduce taxes, protect assets, and avoid probate.
The essentials of a well-crafted estate plan, including wills, trusts, and healthcare directives.
How financial planning integrates with your estate plan to ensure long-term security.
Wealth transfer strategies to ensure that future generations benefit from your hard work.
Common estate planning mistakes and how to avoid them!
Don’t miss this opportunity to gain valuable insights from two local professionals known for bringing caring from the heart, as well for their expertise in estate planning and financial advising.
Who will be speaking?
Kristen Mackintosh, The Happy Lawyer at Mackintosh Law, PLLC
Haley Plumley, AAMS(R), Financial Advisor at Edward Jones.
Seats are limited, so be sure to reserve your spot today!
Questions? Feel free to call/text 919-578-2147