Understanding Wills & Living Trusts

Agemy Financial Strategies, Inc.
Invites You to a Complimentary Educational Event

Understanding Wills & Living Trusts

A well-thought-out estate plan is essential for anyone who owns a home or has assets. With recent changes and ongoing discussions in Congress and the IRS about tax laws, deductions, and exemptions, now is the time to ensure your estate plan is built to withstand these evolving rules.

Join us for an informative session where we’ll discuss how proposed legislation from the current administration and Congress may impact your ability to take advantage of key estate planning strategies. You’ll receive straightforward, actionable insights on how to help protect your family, minimize stress and expenses related to probate, and plan effectively for the future.

Topics Include:

• 2025 Tax Outlook: How increasing national debt could impact your retirement tax burden
• Estate Taxes: What the return to “historical norms” may mean for your estate
• Wills vs. Living Trusts: Key advantages and disadvantages of each
• Powers of Attorney: Which ones protect you best in case of disability
• Tax Reduction Strategies: How to potentially reduce future taxes and pass more wealth to your heirs
• Understanding Probate: What it is and how to help avoid it
• Common Pitfalls: Why putting assets in your children's names could be a costly mistake
• Long-Term Care: How to help protect your home and savings if nursing care is needed
• Specialized Trusts: Types of trusts that may help minimize estate and gift taxes

Let us help you navigate the complexities of estate planning with confidence and clarity.

Registration is required to attend this IN-PERSON event.