Douglas County Libraries
100 South Wilcox Street, Castle Rock, CO, 80104
TOPICS
What you’ll learn
Updated for 2023! Designed specifically for adults at a stage in life where complex decisions can have a profound impact. Learn how to use Trust and Estate Planning to build generational wealth using tools that minimize taxation and build equity for successive generations! We empower people to create and protect their wealth to leave a legacy for their families. Whether you are completely new to retirement and estate planning or have been planning your future for years, there is always something new you can learn from our interactive workshops. Because of limited seating, first-time attendees only, please!
How an Estate Plan can help maximize the value of assets passed on to your beneficiaries and lower the tax burden on your estate.
Understanding the risks of the Probate Court Process.
Planning for Disability, Incapacity, Medical Emergencies
Strategies to bypass Probate Court to keep assets in the hands of those who matter most.
What you need to know about the most crucial Estate documents – Last Will & Testament, different types of Living Wills, Powers of Attorney, Trusts and more.
These workshops are strictly educational and do not promote any products or companies. A ‘Hear It. See It. Write It.” teaching method makes it easy for you to understand, retain and profit from the information covered!
Copyright © 2023 Asset Mentors | All Right Reserved | Our seminars are for educational purposes only. No investments or financial products will be promoted at the event. However, our speakers may offer a private consultation. Your attendance at our seminar in no way obligates you to engage with the speaker for any service. See FAQs for complete information. Also, review our Privacy Policy.
Share event on social media
