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Seniors & Sweaters – The Family Legacy

December 6, 2016 @ 11:00 am - 1:00 pm


Are your parents retired? Have they planned out the future for their estate or family business?  Whether you need to draft a Will, prepare a Succession Plan for the future of your business or simply understand how to hold your property in a Living Trust, this workshop will cover all that you need to know and more.

Come join us as we Plan your Family legacy. We will also have a Ugly Sweater Contest.

What we will cover:

  • How to make a will.
    In a will, you state who you want to inherit your property and name a guardian to care for your young children should something happen to you and the other parent.
  • Protecting your business.
    If you’re the sole owner of a business, you should have a succession plan. If you own a business with others, you should have a buyout agreement.
  • What is a trust?
    If you hold your property in a living trust, your survivors won’t have to go through probate court, a time-consuming and expensive process.
  • Benefits of a financial power of attorney.
    With a durable power of attorney for finances,you can give a trusted person authority to handle your finances and property if you become incapacitated and unable to handle your own affairs.
  • Understanding estate taxes.
    Most estates — more than 99.7% — won’t owe federal estate taxes. For deaths in 2015, the federal government will impose estate tax at your death only if your taxable estate is worth more than $5.43 million. (This exemption amount rises each year to adjust for inflation.)




December 6, 2016
11:00 am - 1:00 pm


Shelton Law & Associates


Seniors & Sweaters - The Family Legacy - Shelton Law & Associates Law Firm Seniors & Sweaters - The Family Legacy - Shelton Law & Associates Law Firm

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