With a new administration and President Trump’s focus on changing tax policy, now is the time to give attention to securing your estate and protecting your family’s hard work.
America’s Retirement Store was founded by Presidential Brokerage out of a concern for the financial future of middle-class America. Our workshop is purely educational and is not a sales pitch to sell any products or insurance. This workshop is unique in that we have combined the important highlights of estate and tax planning. All of us have heard at least one story of someone who didn’t have a plan. The workshop will give you peace of mind, direction, & education about effectively coordinating your assets and the new tax rules in retirement.
What you will learn:
•Identifying when a trust, will, or Power of Attorney is needed
•How to correctly title assets
•How to remove friction over inheritance
•Coordinating taxes in retirement
•Ways to secure the future for special needs dependents
•How to leave a legacy and be remembered for generations to come
•How taxes can impact your Social Security filing and your surviving spouse
•Missed Colorado tax breaks you qualify for as a retiree
The workshop will be held at 6:30 pm at our Greenwood Village and Loveland offices. Go here to sign up online or to learn more or call Natalie at 303-694-1600.