Event Details

At the seminar, you will learn:

• How to protect assets against the costs of nursing home care
• The advantages and disadvantages of Wills and Living Trusts
• Maintaining your privacy and protecting your estate against a living probate if you become disabled (Hint: Not all Powers of Attorney are valid!)
• Protecting your children’s inheritance from their future ex-spouses, lawsuits, your surviving spouse, and other claims
• How Probate works and how you can avoid Probate altogether
• Inherited IRAs and best strategies to minimize taxes to your heirs

Reserve Your Seats Now

Register below or call 800.307.5544

Location

Packard Shelter House (1701 Mahoning Ave NW, Warren, OH 44483)

Your Host: Cassandra Manna

Cassandra is a Member with BMD and focuses her practice on estate planning, wealth management, and working with family-run business leadership teams to grow and strengthen companies as they prepare to transition from one generation to the next.