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Protect Your Estate From Probate Seminar
SRCA is starting a series of seminars focusing on Aging in Place. Below will be the first one. These seminars are free of charge and will be held at the SRCA Community Center.
Learn How to Avoid Costly Long-Term Care Mistakes & Protect Your Estate from Probate Join us for a discussion and education on -
Scottsdale Ranch SRCA Community Center Monday, April 20th 9:30AM - 11:00AM Complimentary Donuts & Coffee for all Attendees Register at 480-860-2022 or email Genevieve at glong@scottsdaleranch.org DETAILS:
Attend this seminar and learn about:
• Why you should consider long-term care benefits for your retirement plan • Learn about alternative plans and how to avoid the high cost of long-term care insurance • Protect your Estate and Assets from future healthcare cost • Strategies for planning for long-term care • Common misconceptions about long-term care options and what you must know • How to control who gets what, when and how • How to avoid probate • The difference between a revocable or irrevocable trust • Strategies that could help reduce taxes • How to NOT disinherit your children and grandchildren because of divorce or other trig- gering events
Hosts:
Advisory Services offered through Cooper Financial Investments, LLC, a Registered Investment Advisor in the state of Arizona. Insurance products and ser- vices offered through Cooper Financial Group, LLC, an affiliated company. Cooper Financial Investments, LLC is not affiliated with C.J. Eagar Estate Planning Attorney. Cooper Financial Investments, LLC and Cooper Financial Group, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. The information contained herein is not an offer to sell or a solicitation of an offer to buy the securities, products or services mentioned, and no offers or sales will be made in jurisdictions in which the offer or sale of these securities, products or services is not qualified or otherwise exempt from regulation. The information contained in this material have been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed.
