Legacy Wealth Planning Seminars

Seminar Information

Legacy Wealth Estate Planning Seminar
Tuesday, March 16, 2010 06:00 PM - 09:00 PM
Ayres Hotel Redlands

1015 W. Colton Ave., Redlands, CA 92374


Informative Dinner Seminar:
Seating at 6 p.m.
Dinner at 6:30 p.m.
Presentation immediately following

Three Reasons Why Your Family May Never Receive Your Full Estate.

In this informative seminar, we will reveal how traditional estate planning has been failing American families. The aftermath of these "bare bones" estate plans has been the loss of assets, financial devastation and resentment within even the closest of families. Wealth is not just financial. What will happen when you are gone? Traditional estate planning goals only include:
  1. Protect material wealth from probate and taxes
  2. Transfer estate to beneficiaries

We will take a deeper look at the real-life issues facing families today…

  1. Disability for either spouse - long nursing home stays can be financially devastating
  2. Your surviving spouse re-marries, has creditor problems, has an accident and is sued
  3. Your children and or grandchildren go through divorces, re-marriages, have lawsuits or creditor problems
  4. Passing on your personal values and heirlooms - who gets Mom's wedding ring or Grandma's pie plate?

Legacy Wealth Estate Planning provides protection for all of your assets and insures your personal goals. You owe it to your family and yourself to learn more by attending this special presentation!

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