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A Successful Estate Plan Does Five Crucial Things:

  • Saves you thousands of dollars in legal fees
  • Protects your home and other assets from long-term care needs
  • Reduces or eliminates many forms of taxation
  • Transfers your assets (including your home or farm) to your children
  • Protects and preserves your legacy while making it easy for your family

A Successful Estate Plan Does Five Crucial things:

  • Saves you thousands of dollars in legal fees
  • Protects your home and other assets from long-term care needs
  • Reduces or eliminates many forms of taxation
  • Transfers your assets (including your home or farm) to your children
  • Protect and preserve your legacy while making it easy for your family

In this free webinar, we’ll teach you the difference between an estate plan that works and one that doesn’t.

*Limited spots are available for this webinar, so claim yours now!*

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Understanding the Five Components of an Estate Plan that Works

Free Live Webinar with Phil Trux, attorney at AlerStallings, Ohio Largest Estate Planning Law Firm.

Phil Truax

Meet Your Presenter: Phil Truax

Phil is a Partner with AlerStallings and leads the Northeast Ohio offices. He has a passion for helping clients get ahead of issues and prepares for their futures, as he knows the importance of proactively managing and preparing affairs. Get ready to learn from Phil on the ins and outs of protecting your assets and avoiding the biggest pitfalls of estate planning.

Learn to Keep Your Nest Egg Safe

A will alone is not the way. Especially if you haven’t updated it recently. Not only does it not shield you from taxes and long-term care costs, it doesn’t secure your family's future. Learn how to put together a plan that actually works to preserve your assets and ensure your loved ones are cared for.

Attend Phil’s Free Estate Planning Webinar to learn about the 5 components of a successful estate plan and why a will alone is not enough.

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Ask Yourself If You Have a Plan that Still Works

You’ve spent years and years working. Now that those days are over, make sure you’re ready for what’s next. Here are a few questions to ask yourself about your current, post-retirement plan:

  • Do you have a will?
  • When did you last update your will?
  • Have you made plans to protect your spouse?
  • What will you do if long-term care is needed?
  • Is your estate going to go through probate?
  • Do you know what’s going to happen to your estate?
  • Have you protected your family from unnecessary taxes?

We’ll help you answer these questions and uncover the components that make an estate plan work.

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