| If you have adolescent children and elderly parents, an estate plan carefully tailored to your family can help you support both generations. Thoughtful planning can give your children the opportunity to become independent adults, while protecting your parents from personal, medical, and financial mismanagement. With the right structure, you can also reduce unnecessary taxes and ensure your resources are used as you intend.
As a senior adult living in your “Golden Years,” a custom estate plan is essential to protect your legacy. Proper planning can help minimize taxes, avoid probate, and protect assets from nursing home costs and other money pits. For many families, this includes planning for real estate or rental property, addressing Proposition 19 concerns, and considering trusts or charitable strategies that allow a legacy to last for generations.
Everyone will be given an opportunity to schedule a free estate planning appointment, held several days after the seminar. Please bring your calendar with you so that you can schedule your free consultation. These appointments fill up quickly. Too often, people put estate planning off for years, thinking they “will get around to it someday.” We at Copenbarger & Copenbarger understand. It’s not an easy thing to do, especially when faith, family, and finances intersect. We are here to help. If you would like to learn more, this free and informative seminar is for you. |
