Saturday, January 16, 2016
Roundtable Discussion - Asset Protection and Retirement Income Security
You are Invited....
Round table discussion on how to protect your home and assets and how to develop strong income streams for your retirement.
Thursday, January 28th. 7:00-8:30 pm
We will be serving food and drinks.
50 Queen City Ave.
• Basic Asset Protection & Estate Planning: After reviewing a client's goals, we work with that client to develop a plan that fits the particular situation. A simple plan might involve wills, financial and health care, powers of attorney, and living wills. Many of our plans also involve revocable trusts, which for many people are a great way to combine their estate planning goals with the avoidance of probate.
• Business Planning: As part of their estate planning, many of our clients use our services to help them plan for the succession of their businesses. We are able to offer services such as the preparation of LLC operating agreements or business buy-sell agreements, among others.
• Marital Planning and other Special Family Situations: We have extensive experience in helping families with particular situations, such as providing for the children of a first marriage and a second spouse in a harmonious fashion. When the need arises, we are also able to prepare prenuptial agreements that are tailored to the client's wishes.
Develop more than one source of income is key to you retiring with a secure future