Greater Grand Island Community Foundation (Courtesy)
GRAND ISLAND – A free educational estate planning workshop will be offered at the Greater Grand Island Community Foundation.
The workshop will be offered from 11 a.m to noon on Tuesday, April 14, and from 6:30 p.m. to 7:30 p.m. on Tuesday, April 14.
Participants will learn how to control who gets what, when, and how.
Participants will also learn how to avoid probate and the most common pitfalls associated with estate planning.
Participants will also learn whether a will or trust is right for them, whether a trust should be revocable or irrevocable, and how not to disinherit children and grandchildren because of divorce or other triggering events.
Other topics at the workshop include:
*How to protect your family and loved ones when you no longer can.
*Six strategies for a strong generational wealth management plan.
*How to ensure that beneficiaries get their inheritance without selling assets.
*How to pass on more than just assets and leave a legacy.
*How to ensure that the assets left to children and loved ones are protected from creditors, divorce, and bankruptcy.
*How retirement planning, portfolio-mix, and risk tolerance can affect future operations.
*Strategies that could help reduce taxes.
*How a 529 plan can be an efficient estate planning tool.
*How bracket topping can minimize tax implications of Roth conversions and enhance the value of an estate.
The Greater Grand Island Community Foundation is located at 1503 W. Second St.
Space is limited, so interested people need to sign up. The phone number for the Greater Grand Island Community Foundation is 308-381-7767.
Anyone with questions may call 844-567-7760.
