If you want your assets and loved ones protected after you are gone, you will need an estate plan. In fact, the time to create one or update the one you have is NOW.

Why? Here are just some of the reasons an estate plan is so important for both you and your family.

1. Provides clarity and documents your wishes.
2. Helps you avoid a long and lengthy probate, which saves you money.
3. Helps you reduce taxes.
4. Protects your beneficiaries.
5. Protects your assets.
6. Minimizes or avoids any family drama or fighting.

For more on how an estate plan can benefit you and your loved ones, I've invited Cyndi Trostin, Partner at Trostin, Kantor & Esposito to share her insights with you in a series of two webinars.

If you don’t have a current estate plan or need to brush up on the components of a plan, join us for:

The second advanced strategies webinar is for people who may need to update their plans or understand the more sophisticated strategies for asset and estate tax protection. 

Join us for one or both of these complimentary webinars to understand the benefits of estate planning and advanced strategies for protecting your assets for your loved ones. If you can’t make the webinar dates, we will be sending the replay to all who register.

Feel free to forward this invite on to anyone you think might be interested.

I hope to see you there,

CLIFF CADLE, CPFA, AIF

President & Financial Coach

847-468-0439 Office

866-966-9724 ext.100 Toll Free

866-966-9724 Fax

[email protected]

www.TheSegrustGroup.com

The information provided here is for general information only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss. Principal Financial Services, The Segrust Group and LPL Financial are separate entities.