Tax Considerations for Your Trust for the Next Generation

Reserve your seats today to hear from IRS enrolled agent Samuel H. Tutko as he explains tax law changes affecting all successful retirees. As an additional benefit, Mr. Tutko will cover how to avoid future tax pitfalls within your revocable living trusts. This key info is something all trustees must know when managing your trust. This event will sell out, so call today to reserve your seats.

TOPICS WE WILL DISCUSS:

• Understanding the tax implications specific to Revocable Living Trust
• Exploring critical updates in tax laws that impact postmortem planning
• Strategies for optimizing postmortem financial outcomes
• Leveraging Revocable Living Trusts for effective estate tax management
• Navigating potential challenges and pitfalls in postmortem tax planning
• Practical tips for beneficiaries and trustees in managing tax obligations

Join us an hour earlier for the 2024 Tennessee Wills & Trust Law updates with Charles Kite, Atty. Here is what you can expect:

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.

Same location and room. Please join us for both!

BONUS: Our go-to expert on Medicare, Long-Term Care, and Social Security will be hanging out at both events, ready to answer all your Medicare questions!