Estate Planning Simplified

Limited Capacity - Please Register to Reserve Your Seat - This is a Free Workshop

Join us at the Lemke-Blackwell VFW Post 757, June 17, 2025, 35011 23 Mile Rd, New Baltimore, MI 48047

Choose a time:

With constantly changing market conditions and laws, as well as changes within your own family, it is possible (even likely) that your current legacy and estate plan may be outdated. It’s time to take action and regain control!

You and your spouse are invited to join a select few couples for an exclusive and interactive roundtable discussion. You will learn about important changes in 2025 and the latest strategies to reduce taxes and protect and preserve your valuable assets for retirement and for the important people in your life.

Topics we will cover:

Wills vs. trusts, understanding probate.
How to identify (and eliminate) your 4 biggest financial risks.
How to create tax-free income in retirement.
How to protect your retirement dollars in these trying times.

How to maximize your Social Security benefits.
How powers of attorney can avoid government control.
How the SECURE Act may affect your retirement and estate plans.
Why taxes may be your biggest risk you haven’t planned for.