Mark your calendars for an essential seminar on estate planning with Daniel Sprout, an expert Estate Planning Attorney from Creative Planning. Note that this is a two-part series, with the second part happening on October 2.
Date: September 18th
Time: 6:00 PM CST
Location: Both online (a Zoom link will be sent to you) and in-person at Pathway Financial Education, 1520 E 18th St, Kansas City, MO 64108.
Daniel Sprout brings over 14 years of invaluable experience in legal services, specializing in estate planning. He is committed to ensuring that his clients safeguard their wealth and loved ones against probate, taxes, and creditors through customized estate planning.
In this seminar, Daniel will cover critical topics, including:
- The importance of a medical directive and how it can guide your medical care when you are unable to make decisions yourself.
- What Financial Power of Attorney is and why it’s essential for managing your finances if you become incapacitated.
- Understanding wills and their significance in ensuring your assets are distributed according to your wishes.
- How trusts function and their utility in estate planning and asset protection.
- Key considerations regarding estate taxes and how to navigate them efficiently.
- Strategies for probate avoidance to simplify the transfer of assets to your beneficiaries.
- The role of Transfer on Death Deeds in managing real estate assets and ensuring a smooth transition to your heirs.
Whether you’re beginning to think about your legacy or looking to refine your existing estate plan, Daniel Sprout’s insights and expertise will be invaluable.
Special Offer for Attendees: As a valuable addition to attending this seminar, you will have the opportunity to secure a 1-hour consultation with an attorney at Creative Planning. This consultation will allow you to take a proactive step towards your estate planning process, including the full execution of a Power of Attorney document to get you started.
Secure your spot today for this transformative session on estate planning and take a proactive step towards safeguarding your financial future and the well-being of your loved ones. Register now!
