Having a will or trust in place doesn’t always mean your family is fully protected.
Things like outdated documents, changes in the law, and family circumstances can create unexpected gaps or problems.
Join us for a special educational event where we’ll explore some of the most common issues that can derail an estate plan and what you can do to avoid them.
Who should attend?
This event is designed for individuals and families who want to better understand their estate planning options and make sure they’re prepared for the future. It may be especially helpful if you:
- Don’t currently have an estate plan and aren’t sure where to start
- Have a will or trust but haven’t reviewed it in several years
- Have experienced changes in your family, finances, property, or business
- Want to protect an inheritance for your children or other loved ones
- Have questions about probate, long-term care planning, or recent tax law changes
- Aren’t sure whether your current plan still accomplishes what you intended
Whether you’re starting from scratch or wondering if an existing plan needs attention, this session can help you better understand what questions to ask and what your next steps may be.
A few things you’ll learn in this session:
- What is Probate and why do so many people want to avoid it
- How to make sure your children don’t lose their inheritance
- The best ways to keep assets in the family and protected from certain situations
- How you may qualify for and use Medicaid to pay for nursing home expenses
- Why it is important to review and update your estate plan and/or Trust based on recent tax law changes
The team at Thompson Law has years of experience helping families, farms, and businesses create estate and succession plans that are easy to understand, built around unique goals, and designed to hold up when they’re needed most.
Let us help you understand how your plan holds up today and what adjustments (if any) may be worth considering.
This event is free to attend. We ask that you RSVP so we can plan for you!