Past Events

Retirement accounts often constitute a significant portion of a client's estate, representing years of hard work, savings, and savvy investing in a tax-deferred investment portfolio. For many clients the balances in their retirement accounts will be among the most valuable assets in the legacy they leave for beneficiaries. In June of 2014, the U.S. Supreme Court made it clear that inherited IRAs are not protected from creditors’ claims. More than ever before it is essential to understand the interplay between retirement…

Attendees of this workshop will learn about the most common estate planning mistakes and what solutions are available to avoid them. Regardless of your family status or financial net worth, you will learn about planning strategies that help you: Maintain control of your estate during life and plan for any period of disability Create an efficient wealth transfer plan at death Make sure that your beneficiaries are protected from themselves and others Avoid intra-family disputes Have peace of mind knowing…