Masterpiece or Foreclosure-What Will Your Heirs Inherit Under TN Law?

If your estate plan isn’t airtight, your loved ones could face unnecessary taxes, legal delays, and financial loss. Don’t risk leaving them unprotected—attend our Estate Planning Workshop to secure your legacy and make sure your assets are passed on smoothly! You’ll walk away with actionable insights to protect your estate and transfer wealth efficiently, while minimizing taxes. Led by Attorney of Counsel for Miser Wealth Partners, Charles W. Kite:

What You’ll Learn:

• The two essential legal documents every retiree needs and one to seriously consider
• Strategies to reduce estate taxes
• How to protect assets from probate
• Steps to ensure your heirs benefit fully
• Trusts vs. Wills: Which is best for you?

Key Takeaways:

1. You’ll understand the key documents to secure your estate.
2. Learn how to minimize tax liabilities for your heirs.
3. Create a will or trust to best transfer wealth.
4. Explore the importance of keeping your estate plan updated.
5. Leave with specific actions to optimize your retirement estate strategy.

Afterward, attend Income Tax Considerations for Your Trust for the Next Generation with Sam Tutko, EA at 11:00 AM. Reserve your seat today for one or both sessions!