Estate Planning Strategies For Black People
In this workshop we will discuss the core elements required to create, organize and manage your Estate Plan and how to avoid common mistakes
By Jerry Gordon / Financial Feng Shui
Location
Online
In this workshop we will discuss the core elements required to create, organize and manage your Estate Plan and how to avoid common mistakes
Online
12:00 PM - 2:00 PM
Estate Planning Strategies For Black People
•Understanding Probate & How To Avoid it ( Exempt Assets)
•How To Settle An Estate If Loved One Died with No Will
•When Can You Become Financially Responsible For Deceased Loved One’s Debt ?
•The 11 Things Required For An Estate Plan
•A Common Misconception About Powers of Attorney (POA)
•5 Reasons to Avoid Deeding Property Directly To Your Children`
•Tax Rules for Inheriting Retirement Accounts ( Inherited IRA Rules )
•How to Minimize the Impact of the Widow Tax
•How To Protect Your Business if a Key Person Dies or becomes disabled, or incapacitated.
•3 Ways to Protect Your Assets From Medicaid/Long Term Care Costs
•How to Organize and Manage Your Estate Planning Documents