Estate Planning Seminar

Enrichment Adult / Finance -

AE 2425 Fall

Join us learn the 6 primary concerns people have around Estate Planning and the next steps.

1. Avoiding Probate

What it means to have a Will or have no will
The pitfalls of death probate: the time, cost, public nature and hassle that goes with death probate

2. Unexpected Incapacity (Alzheimer's. etc.)

Living probate and the Guardianship and Conservatorship: how this happens and how it can devastate a family
General Powers of Attorney vs. Durable Powers of Attorney

3. Nursing Home Stay/Medicaid Spend Down

4. Outliving Their Income

5. Protection from Stock Market Risk/Losses

6. Paying Unnecessary Taxes (Social Security, Income, Estate, etc.)

Mike Myers

I have been in the financial service industry for 44 years and have represented Legacy Assurance Plan for the past eight years as a estate planning consultant. I have lived in the Twin Cities all of my life, and officed in Burnsville the past 35 years.

Legacy Assurance Plan is family owned estate planning organization which will be celebrating 42 years of service in October 2024. Legacy's headquarters is in Sarasota, Florida. The home office has 135 employees and operates in 24 states. Legacy is rated A+ by the Better Business Bureau and enjoys a 4.9 out of 5.0 stars rating with over 900 reviews on Facebook and Google.

November 2024