Estate Planning
Estate Planning Assistance
Nobody likes to think about estate planning,
but what you do next could ensure that your money stays in your family.
Nobody likes to think about estate planning, but what you do next could ensure that your money stays in your family. No matter how large or how modest, everyone has an estate and... —You can't take it with you!
Who should consider Estate Planning
Who should consider Estate Planning
- Estate planning is for everyone, not just "retired" people.
- Estate planning is not just for "the wealthy"
- Estate planning is for anyone who has built some wealth and wishes to preserve the maximum amount for family/friends after they pass.
Benefits
Benefits
- Estate planning will minimize taxes, legal fees, and court costs.
- The key benefits are, pay minimum tax, preserve maximum value and your peace of mind.
- A 'living trust' has several benefits and is preferred by many families and professionals.
Downside of Not having a plan
Downside of Not having a plan
- If you don't have a plan, probate/tax can take >50% of your estate!
- A 'will' provides your instructions, but will not avoid probate.
- The best time to plan your estate is now.
Learn How You Can Protect Your Family...
Learn How You Can Protect Your Family...
We'll provide you all the information you need to get started!
We provide gift-planning strategies that are tax-wise to benefit donors and the ability to support causes of their choosing. A well-crafted giving strategy can reduce taxes and provide long term personal income for the donor and/or the donor's family.
Interested participants can sign up for a one-on-one “Discovery Meeting” to identify opportunities and prepare potential donors for implementing a customized win-win giving strategy.
Contact us today for a no cost, no obligation discussion on how we can help to protect and maximize your financial assets...
How may we help...
How may we help...
Bob Chesney,
National Seminars Director
Email: Chesney@VideoCC.com
Phone:
(949) 378-5134 (7/24)
To schedule a discovery Zoom™ meeting face-to-face (virtually). Simply click on the Request a Zoom Meeting button (below) and select a desired date and time. We'll send you an appointment confirmation email with instructions.
