Protecting Your Assets and Avoiding Unplanned Outcomes

Are you prepared for the future? Do you want to ensure your loved ones are protected and your wishes are honored?

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Join us at the Mentor Public Library to learn how effective estate planning can protect your family's future, minimize legal and tax complications, and create a clear roadmap for the transfer of your wealth and legacy. It's an essential step in responsible financial management and long-term planning.

This workshop will cover:

• The basics of estate planning: Wills, trusts, and more

• How to protect your estate from unwanted liabilities and unexpected outcomes

• How to prevent disinheriting loved ones in a blended family

• Tax implications and strategies to potentially minimize and eliminate unnecessary taxes

• How to manage your assets and ensure they are distributed according to your wishes

• Planning for incapacity and healthcare decisions