Overview:
Living Trusts are one of the most effective ways to protect your family, your assets and your personal wishes.
Even though they have been around for centuries, most people don't understand how easy a Living Trust is to set up. This workshop will walk you through everything you need to know so you can protect your wealth with ease and comfort.
We answer all of your questions so you can implement this brilliant strategy and begin protecting the future of your family.
Advanced Directives, Power of Attorneys, Deed Registration, and many other important tactics will be explored.
You'll never believe how easy it is!
Why you should Attend:
Protecting Your Lifestyle, Assets & Legacy Every family should have plans for when something happens.
Whether it is preparing for a natural disaster or making sure your family is protected financially in case you become injured, suffer from an unexpected illness or die. The following documents are essential so you can secure and protect your family.
Areas Covered in the Session:
Who Will Benefit:
Living Trusts are one of the most effective ways to protect your family, your assets and your personal wishes.
Even though they have been around for centuries, most people don't understand how easy a Living Trust is to set up. This workshop will walk you through everything you need to know so you can protect your wealth with ease and comfort.
We answer all of your questions so you can implement this brilliant strategy and begin protecting the future of your family.
Advanced Directives, Power of Attorneys, Deed Registration, and many other important tactics will be explored.
You'll never believe how easy it is!
Why you should Attend:
Protecting Your Lifestyle, Assets & Legacy Every family should have plans for when something happens.
Whether it is preparing for a natural disaster or making sure your family is protected financially in case you become injured, suffer from an unexpected illness or die. The following documents are essential so you can secure and protect your family.
Areas Covered in the Session:
- Living Trust
- Living will or Advance Directive
- Durable power of attorney for health care or health care proxy
- Durable power Attorney for financial and Legal Decisions
- Inventory of Assestes, proof of ownership and other Legal Documents
- Estate plan or Distribution of Assets schedule
- Guardianship, Kids protection Plan and Beneficiaries
Who Will Benefit:
- CEO
- Business Owners
- Employees just about anyone who Owns a Home and has Assets
Speakers
Kris Miller is a Legacy Wealth Strategist. Her clients learn how to change their families’ financial realities and create incomes they will never outlive. Not one person has lost a single dime on her watch.She's an engaging speaker and has spoken extensively on personal finance, retirement & estate planning, living trusts and asset protection at live events and for radio, TV and digital media. Kris is a highly sought-after speaker & trainer for organizations and businesses including Citibank, Keller Williams Realty, the American Payroll Association and the U.S. Government Financial Officers Association.
Who Should Attend
- CEO
- Business Owners
- Employees just about anyone who Owns a Home and has Assets
