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5 Costly Estate Planning Mistakes You Don’t Want To Make

September 23 @ 1:00 pm - 2:00 pm

Free
Live seminar where Ohio’s only elder law firm with THREE dually certified elder law attorneys will discuss multiple estate planning topics.

About this Event

Attend this free Estate Planning & Asset Protection Seminar in Shelby, OH and find out if you are making any of these costly estate planning mistakes:

  • Using a Will instead of a Trust as an estate plan.
  • Going broke in a Nursing Home because you thought you never would.
  • Doing estate planning documents before you know what you need.
  • Losing your kids’ inheritance due to their potential lawsuits, divorces or creditors.
  • Not avoiding tax traps by:
    1. Leaving your IRA to your children directly
    2. Leaving money in your IRA as long as you can – Age 72

Join us to learn about these topics and more at our live seminar held in Shelby, Ohio.

We will be following all updated CDC guidelines by keeping tables and groups apart, as well as limiting the number of people in attendance. Register now to reserve your spot.

Organizer

Cooper, Adel, Vu & Associates, LPA
Phone:
8774012175
Email:
sramsay@cooperadelvu.com
Website:
CooperAdelVu.com

Venue

Shelby Community and Senior Center
154 North Gamble St
Shelby, OH 44875
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