Trust, Wills & Income Planning

Description
Presented by Matt Mitton, Attorney at Law, Jones Waldo Attend and Learn: How to PROTECT YOUR ASSETS from lawsuits and other creditors. How to ensure FINANCIAL SECURITY for your children if you die unexpectedly. How to appoint a LEGAL GUARDIAN to be responsible for and raise your minor children, by your values, if you die suddenly. How to protect your children from inheriting too much, too soon. SPENDTHRIFT PROTECTION How to make sure that your hard-earned assets don’t end up with your spouse’s next husband or wife. PRESENT FAMILY PROTECTION How to coordinate the BENEFICIARY DESIGNATIONS on your life insurance and retirement plans with your estate plan. How to avoid Court proceedings if you become MENTALLY INCAPACITATED and INCOMPETENT (e.g., via head trauma, disease, stroke). The facts about FEDERAL ESTATE TAXES and CAPITAL GAINS TAXES (when you sell stock or other assets). DEATH OF THE FIRST SPOUSE: The income situation will almost always change when one spouse passes away. TAXES & INFLATION: These are very real financial factors that will impact your income. If you haven’t accounted for them in your Income Plan, you MUST! RISING MEDICAL EXPENSES AND LONG TERM CARE: This can be the quickest drain on your income, learn how to plan for it. PROPER RISK MANAGEMENT: Learn what impact another market crash could have on how long your income will last.

Trust, Wills & Income Planning

Description
Presented by Matt Mitton, Attorney at Law, Jones Waldo Attend and Learn: How to PROTECT YOUR ASSETS from lawsuits and other creditors. How to ensure FINANCIAL SECURITY for your children if you die unexpectedly. How to appoint a LEGAL GUARDIAN to be responsible for and raise your minor children, by your values, if you die suddenly. How to protect your children from inheriting too much, too soon. SPENDTHRIFT PROTECTION How to make sure that your hard-earned assets don’t end up with your spouse’s next husband or wife. PRESENT FAMILY PROTECTION How to coordinate the BENEFICIARY DESIGNATIONS on your life insurance and retirement plans with your estate plan. How to avoid Court proceedings if you become MENTALLY INCAPACITATED and INCOMPETENT (e.g., via head trauma, disease, stroke). The facts about FEDERAL ESTATE TAXES and CAPITAL GAINS TAXES (when you sell stock or other assets). DEATH OF THE FIRST SPOUSE: The income situation will almost always change when one spouse passes away. TAXES & INFLATION: These are very real financial factors that will impact your income. If you haven’t accounted for them in your Income Plan, you MUST! RISING MEDICAL EXPENSES AND LONG TERM CARE: This can be the quickest drain on your income, learn how to plan for it. PROPER RISK MANAGEMENT: Learn what impact another market crash could have on how long your income will last.

Trust, Wills & Income Planning

Description
Matt Mitton, Attorney at Law Jones Waldo Estates & Trusts Group Matt will be discussing these important topics: How to PROTECT YOUR ASSETS from lawsuits and other creditors. How to ensure FINANCIAL SECURITY for your children if you die unexpectedly. How to appoint a LEGAL GUARDIAN to be responsible for and raise your minor children, by your values, if you die suddenly. How to protect your children from inheriting too much, too soon. SPENDTHRIFT PROTECTION How to make sure that your hard-earned assets don’t end up with your spouse’s next husband or wife? PRESENT FAMILY PROTECTION How to coordinate the BENEFICIARY DESIGNATIONS on your life insurance and retirement plans with your estate plan. How to avoid Court proceedings if you become MENTALLY INCAPACITATED and INCOMPETENT (e.g., via head trauma, disease, stroke). The facts about FEDERAL ESTATE TAXES and CAPITAL GAINS TAXES (when you sell stock or other assets). DEATH OF THE FIRST SPOUSE: The income situation will almost always change when one spouse passes away. TAXES & INFLATION: These are very real financial factors that will impact your income. If you haven’t accounted for them in your Income Plan, you MUST! RISING MEDICAL EXPENSES AND LONG TERM CARE: This can be the quickest drain on your income, learn how to plan for it. PROPER RISK MANAGEMENT: Learn what impact another market crash could have on how long your income will last.