Beyond the Basics
If you’ve already attended one of our Estate Planning Basics Workshops, or have already started your estate plan, the following workshops go more in-depth addressing specific situational issues one may face when planning. Choose from the following topics below: IRA’s, Grandparents, Living Trusts, Estate Tax and How to Pick a Trustee.
Grandparents: What grandparents need to know about estate planning
1 hour workshop
Tues., Feb. 28 @ 11:00 am (held in DECATUR at Summit Tax & Accounting, 3040 N. University)
Who Should Attend?
- People interested in estate planning issues concerning their grandchildren.
Learn:
- the best and worst ways to help your grandkids now or upon your death.
- about custodial accounts, college savings plans, estate taxes and IRA planning as it pertains to your grandchildren.
Estate Tax: What you need to know about estate taxes
1 hour workshop
Tues., Feb. 21 @ 9:30 am (Springfield)
Fri., Feb. 24 @ 11:00 am (Held at Edwards Jones, 927 West Spresser, Taylorville)
Who Should Attend?
- Those with a net worth of $1 million or more.
- Advisors with clients of net worths over $1 M.
- Those whose wealth is growing.
- Those with large life insurance policies.
- Farmers whose land is going up in value.
Learn:
- strategies to reduce or even eliminate the tax.
- how estate taxes are calculated.
- whether gifts now could reduce your tax later.
- how to use trusts to minimize your tax liability.
- about tax planning tools that most clients don’t know about.
IRA’s: What IRA owners need to know about Wills and Trusts
1 hour workshop
Thurs., March 15 @ 1:30 pm (Springfield)
Fri., March 30 @ 11:00 am (Held at Summit Tax & Accounting, 3040 N. University, Decatur)
Who Should Attend?
- Those who own an IRA.
- Anyone with more than $500,000 in IRA’s or annuities.
- Anybody who is taking minimum distributions from their IRA.
- Those who have inherited an IRA.
- Grandparents who want to pass their wealth on to their grandkids.
Learn:
- how your IRA fits with your Will or Trust.
- how to defer the maximum amount of tax for the maximum time.
- best options for naming beneficiaries.
Special: Combined Estate Tax and IRA Workshop will be February 16 at 11:30 am at Midland Community Bank, 112 Market Street, Kincaid.
For our full learning calendar with dates of all our workshops, click HERE.
