Life and money are inextricably linked, whether you like it or not. Whenever you're about to embark on a new chapter in your life, it’s crucial to have your financial affairs in order. Maybe you're starting a new job or changing jobs, starting a business or making plans for your wedding day.
Perhaps purchasing a new home is on the horizon or sending your kids off to college. There are major events throughout your lives that you must manage. Some you can plan for and others are totally unexpected but with this checklist, you can make sure you’re prepared.
Why you should Attend
55% of Americans do not have a will, living trust or other estate plan in place. The majority of Americans need help to protect themselves and their families.
Probate can be a long and expensive process.
Living Trusts Avoid probate wills no not.
Living Trusts offer increased privacy.
Wills are public record.
Living Trust can distribute assets quickly.
It can take months or years if all you have is a will.
Living Trust benefit you while you are still alive.
Areas Covered in the Session
- Update & Add documents to make your estate plan current & Complete
- Educate yourself so you understand your new financial situation
- Create a healthy legacy plan focused on who you are
- Design your new life (Don't leave it to chance)
- Create an income you will outlive
Who Will Benefit
- Business Owners
- Any Employee
- Anyone who owns a home and has assets
Kris Miller is a Legacy Wealth Strategist. Her clients learn how to change their families’ financial realities and create incomes they will never outlive. Not one person has lost a single dime on her watch.
She is an engaging speaker and has spoken extensively on personal finance, retirement & estate planning, living trusts and asset protection at live events and for radio, TV and digital media. Kris is a highly sought-after speaker & trainer for organizations and businesses including Citibank, Keller Williams Realty, the American Payroll Association and the U.S. Government Financial Officers Association.
She’s helped over 6,000 families avoid financial disaster by strategically planning for their futures. Kris is the author of the #1 bestseller “Ready for PREtirement: 3
Secrets for Safe Money and a Fabulous Future.”
Kris Miller is a Legal Document Assistant or LDA among other professional designations.