How to Create an Estate Plan and Protect Your Legacy
About the Event:
Most people view estate planning in the same way they view a root canal: Put it off until the pain is too great to ignore any longer. Also, those with little income or net worth believe that estate planning doesn’t apply to their situation. But estate planning is much more than just the allocation of cash, real estate, and other assets.
Whether you’ve already made your fortune or you’re still working on it, there are things that you can do to hold on to your wealth.
Whether you want to provide for your own needs, ensure that your assets will be distributed to your loved ones as you see fit, minimize taxes so the government will not receive your assets or avoiding or using probate to your advantage, estate planning isn’t the most enjoyable activity, but it is likely to be one of the most important things you do for your family.
You will learn:
Top 7 Estate Planning Mistakes & How To Avoid Them
Basics of Estate Planning & Understanding Wills
How to Use Trusts to Protect Your Legacy
Role of Life Insurance in Estate Planning
Health Issues & Other Concerns (Durable & Financial Power of Attorney, Living Wills & More!)
Entity Structuring and the correct way to register your business
How to build your Power Team, and plan for retirement.
Many decisions have financial implications, even if they may seem unrelated. Marriage, education, and children can potentially change your financial future in significant ways. Think about the effects these choices can have on your financial well-being.
Sometimes success isn’t about making the perfect choice, but rather about refraining from making a poor choice. Take the time to make informed decisions. Your financial future depends on it!
Join Us & Protect Your Legacy!
Speaker Dr. Teresa R. Martin - As principal of the Law Offices of Teresa R. Martin, P.C. , Dr. Teresa R. Martin is a practices in the areas of real estate and bankruptcy; specializing in residential & commercial real estate transactions, foreclosure defense litigation and credit restoration services.
In addition to her successful law practice, Dr. Teresa wears the hat of a seasoned real estate investor and expert with a focus on creative acquisition strategies, personal financial and money management coach. Strategies that she developed, implemented and taught to others through her role as Counsel/Founder of Real Estate Investors Association NYC (“REIA NYC”) and as Director and past President of the New York Chapter of Better Investing, the nation’s largest non-profit organization dedicated to investment education.
She continues to use her God-given gifts to encourage, equip and help others understand sound financial biblical principles through Generational Wealth Zone, a conduit for the everyday person to achieve financial freedom through tutelage in the areas of financial literacy, business ownership, real estate and stock market investing.
Join us! Wednesday, March 11, 2014 from 6:00 pm to 9:30 pm (EST)