Estate Planning Educational Dinner Workshop - September 21

Estate Planning Education…

You are cordially invited to attend a Free Educational Dinner Workshop for you and up to 3 guests. Admission is limited, so please reserve your seat today by completing the RSVP or calling 1-877-483-6730.

Topics To Be Discussed

  • WHY ALMOST 50% of people who plan today use a living trust instead of just a will
  • MAKING your children's inheritance divorce and lawsuit-proof
  • MAKE SURE that your estate plan will avoid ALL Federal estate taxes and Ohio estate taxes at your death.
  • MULTIPLYING YOUR IRA many times over by stretching it our over your childrens' lifetimes
  • AVOID NURSING HOMES with clear instructions for care in your own home, while providing tools for your family to do Medicaid planning to help prevent spend-downs in case of long-term catastrophic illness.

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I have work with Ted both in variety of private, public and non-profit arenas over the past two decades. Ted has been a long term advocate for economic and community development in the community. His integrity and ethics are quite comforting for his… Read More
– Steven M. Carne

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