Don't be unaware of changes:
Legacy Estate Planning
You're exclusively invited to attend
Legacy Estate Planning & A Tax-Smart Retirement
WILL THE IRS & THE STATE OF OREGON TAKE ALL YOUR MONEY FROM HEIRS?
Event Details
Bend, Downtown Library Brooks Room
601 NW Wall Street
Bend, OR 97703
You will learn the following topics in easy to understand terms:
How to plan a retirement that benefits YOU - not the IRS and the state of Oregon.
How to avoid expensive (and lengthy) public probate nightmare and protect your loved one's.
Protect your heirs inheritance from lawsuits, money grubbing divorces, and kids who can't control their spending.
Protect spouses
Leave a legacy that lives beyond you.
Have you changed your retirement plan / investments due to current market conditions? Discover why today's market requires a different approach to insure you never run out of money during retirement.
Create a tax-free retirement income, so you pay less in taxes and have more money to spend on the things you want to do.
Jacob Green
Author & Financial Advisor
Meet Your Speaker
Jacob Green began crafting financial strategies to help meet the complex needs of families more than a decade and a half ago — and his commitment to their lasting financial goals has only grown stronger since. As president of Green Tree Wealth, he brings an unrelenting passion for solving problems and a keen understanding for the demanding expectations of his clients. Every meeting begins with one simple question: "How do you want to spend the rest of your life?"
PS: If you think you're protected with a basic will, think again...
A will is better than nothing, but does nothing to protect you and your family's assets in the event you become ill and need long-term care.
Plus, a will guarantees your estate will go through probate, which is costly, time-consuming, and can significantly diminish the value of your estate that your spouse or family will inherit.
Complete the form below to register now!
February 7, 2024 | 6:15 PM
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