The “Truth About Estate Planning”

October is National Estate Planning Awareness month.  Please join us for “The Truth About Estate Planning” a free workshop:

October 30th – 7pm
University Center Gaylord
Please reserve your spot by emailing amanda@otsegofoundation.org or call 989-731-0597

The interactive event will cover topics including:

  • How to make life easier on your loved ones during troubling times.
  • Do your children know what to do at the right time?
  • What to consider before meeting with and selecting an estate planning attorney.
  • How can you stay in control when you don’t understand the process yet?
  • How to determine what your “gross estate” is, and why does it matter?
  • Why most living trusts do not work, and how to ensure yours does.
  • How to leave assets to your loved ones protected against divorces and creditors.
  • How legal fees are determined and strategies to reduce your overall costs by 50%.
  • Counseling vs. Word Processing – What are you really paying for?
  • Probate: What is it? Why does everyone want to avoid it?
  • What is the real “cost” of Probate?
  • Why many living trusts do not avoid Probate.
  • What is Trust Funding and why is it essential to the success of a living trust?
  • How often should I update my estate plan?
  • Changes in estate taxes – what is new and what should you do about it?
  • What are your options today?
  • How to plan your estate when estate taxes are uncertain.

Thank you to our sponsor Michigan House Call Attorney – Richard Edmonds