Estate Planning 101 Workshop hosted in Lexington, SC

We are hosting this educational Estate Planning Event to give you and your family the tools to understand the financial changes that are ahead!

It’s time to make sure your Estate Planning is in good order.

LEGACY PLANNING:

• A Trust or a Will - Learn the difference and the benefits of a Living Trust
• Avoid Probate Court costs and fees - Substantial cost savings with the proper Estate Plan
• The Danger of Joint Tenancy - Tax consequences and liability issues
• Incapacity Management - Addressing Guardianship & Conservatorship
• Provisions for children and grandchildren - protect your assets inherited by your heirs from divorce, lawsuits, and future estate taxation
• Provide for the Special Needs person in your estate plan
• Create a new estate plan or replace old, outdated documents

THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.

If you're nearing retirement or already retired, you need to understand how taxes (including the new changes) could impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

T AX PLANNING:

• The official new tax reform rules and their impact on your retirement
• Ways to potentially protect yourself against volatile market conditions
• The changing rules for a retiring generation of baby boomers
• How loss deductions may affect your taxes in retirement
• Common misconceptions about taxes in retirement
• Possible tools and strategies available to retirees to help develop a retirement tax strategy
• A basic overview of the tax rules as they apply today
• Strategies to help protect yourself against the taxation of your Social Security income
• How rising taxes may affect your retirement cash flow

Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.