Webinar

We’re now offering our popular Wills, Trusts & Avoiding Probate Workshop online.

Join us from the comfort of your couch!

Learn how to protect your
family home & nest egg

Tuesday, August 18, 2020 at 2:00 pm

Discover How to Protect Your
Assets and Provide for Your Loved Ones

Are you ready to begin making decisions that will protect your independence and ability to stay in control if you get sick or need long-term care in the future?

Join Attorney Casey Connealy for a special ONLINE 60 minute training event! Learn how to use simple legal strategies to help make your wishes known, keep peace in the family, and ensure that life is as easy as possible for your loved ones, no matter what happens.

Who Should Attend This Webinar?

If you don’t currently have a plan in place to protect your family and assets… or if it’s been at least three years since you’ve last looked at your old estate plan, this webinar is for you.

On this webinar you’ll learn:

  • The advantages and disadvantages of both wills and trusts.
  • How the new SECURE Act has impacted inherited IRAs and the best strategies to minimize taxes to your heirs.
  • How to keep your affairs private and your loved ones out of court if you become disabled and can’t speak for yourself. (Hint: Not all Powers of Attorney are valid!)
  • All about probate and what steps can you take now to help your family avoid this expensive and time-consuming legal process.
  • If you will you owe estate taxes and how to help your heirs minimize or even avoid “death” taxes after your passing.
  • Easy strategies to protect your children’s inheritance from being seized if they get divorced, sued or file bankruptcy in the future.
  • How to preserve your estate for your children should you pass away and your surviving spouse gets remarried (without a plan, your family’s inheritance will legally go to the new husband or wife!).
  • How to make sure your medical wishes and decisions are honored (especially in light of the COVID virus).
  • How parents (and grandparents!) of children with special needs can plan for a lifetime of care without jeopardizing eligibility for important benefits like Medicaid or Supplemental Security Income (SSI).

REGISTER NOW!

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Guests will be sent one Zoom link in order to view the webinar together. If you plan to watch separately, please complete individual registration forms.

Casey Connealy

Known for his ability to reduce estate taxes, to minimize or avoid the nightmare of probate and, most significantly, to deliver well-crafted Estate Plans to clients based upon their lifestyles, professions, and specific situations, Mr. Connealy takes definitive measures to analyze updates in the Estate Planning industry and compare them to the various challenges his clients face daily.

We look forward to seeing you!
Be sure to participate with your spouse, or feel free to invite a friend.