This is a relaxed and friendly open-forum seminar for participants with a seasoned Will and Trust attorney. You may have questions like: Should I avoid probate? Is a Will good enough? Do I need a Trust? How does my plan deal with a nursing home? How do we gift the assets of husband and wife? What about separate assets not of the marriage? If I am alone, what tools will protect me best? How do I decide who should serve in my estate plan? What is the death tax? How do I avoid leaving a mess for my children? Which Trust is best for my needs? Can I use a Transfer-On-Death Deed? How do my retirement assets operate in my Will or Trust? All questions will be answered! If registering as a couple, only register one person. The name of the person attending with you will be asked during the checkout process.

A vital part of every retirement or resettlement discussion involves the roadmap of issues that help us decide where we want to call home. Is it taxes, the political landscape, the weather, the location of family assets, debt or income concerns in retirement, cost of living, health concerns, or our friends are already there. When should we start this conversation? Did you know how many states do not tax Social Security, pensions or other qualified retirement income sources? Which are the worst states for estate taxes? How do we establish a domicile? How about quality of medical resources and retirement facilities, who is good, who is not so good? All these questions will be discussed in an open and friendly manner with additional questions encouraged. If registering as a couple, only register one person. The name of the person attending with you will be asked during the checkout process.