Exclusively for clients of The Alpern Law Firm and their guests…
If you have an IRA or other retirement plan, YOU CANNOT AFFORD TO MISS THIS FREE WORKSHOP!
Your IRA or other retirement plan is a significant part of your estate… often your largest asset. How that asset works in conjunction with your last Will and testament or Living Trust when you die can cause serious tax consequences for your family.
It all has to work together!!
Recent changes in federal law and IRS Regulations since you made your Will or Trust mean that you may need to change how your IRA or other retirement plan will be distributed when you die. What you did in the past may not be the best arrangement now.
It could be as simple as changing the beneficiaries of your IRA, but doing nothing may cost your family unnecessary taxes after you pass away. In addition, your IRA could be used up to pay for nursing home costs if you do not plan properly.
Come to our FREE workshop!
“Your IRA (or other retirement plan) and Your Estate Plan”:
Will They Work Together to Produce the Best Result for Your Family?”
Seating is limited, and reservations are required. Call 1-800-307-5544 NOW to reserve your seats.