5 Results
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Four Successful Strategies to Protect the House, Farm, Cabin and More– Before and After Your Death
Does your family have a cabin, homestead, hunting land, farm or second home? How do you protect this family legacy and move its use and enjoyment into the future? Various sources and forces may threaten its very existence like the nursing home and Medicaid (MA), estate taxes, family divorces, creditor and bankruptcy issues, taxes and operating expenses, unequal resources of owners, in-laws, and use and enjoyment equality. Gain real-life solutions and explore four paths to resolution that will solve problems without driving the family apart or sacrificing the family legacy asset. -
Loans, Grants and First Generation Homeownership Funds for First-Time Home Buyers
Ready to buy your first home? Review the process of buying a home from A-Z and discuss unique funding that is only available to you - a first-time buyer. With one program, it is possible to buy a home using as little as $1,000 of your own funds. A first-time buyer is someone who has not owned a home in the past three years. -
Savvy Social Security Planning
Learn what baby boomers should consider when coordinating their retirement income and social security. Do you know how to estimate your benefits? Discuss five factors to consider when applying for benefits. Does it make sense to delay or not? Also, might it be better to delay benefits and coordinate with your spouse? Other innovative strategies, as well as how to minimize taxes on benefits are reviewed. -
Will Taxes Affect Your Retirement?
Discuss how taxes affect distribution strategies in retirement. Receive knowledge of planning strategies for preretirement, how social security is taxed, and engage in discussion on how to be taxed efficient now and into the future with investments and utilizing tax brackets. -
Write Your Own Power of Attorney and Healthcare Directive
Everyone should have a health care directive and a power of attorney whether you are 18 or 80. Without these important documents, it can be difficult for your loved ones to get health care information, make health care decisions on your behalf or handle your financial affairs if you should become incapacitated. Receive instructions and professionally prepared forms, and have access to witnesses and a notary public. Must bring your driver’s license for identification. This class is a great supplement to the Writing your Own Will class. Sorry, no discounts apply.