Wills, Trusts, and Tax & Income Strategies

Join Lantz Law, Inc. and USA Wealth Group for this free educational workshop. If these past few years have taught us anything, being prepared should be at the top of our list. We'll discuss the ins and outs of estate planning, including how will's differ from trusts--along with strategic tax & income planning to prepare for a successful retirement. • What are the 5 critical documents everyone should have (even those in their 30’s – 50’s) • How Medicaid can pay for long term care and how to avoid nursing home costs • How Wills differ from Trusts • How to avoid probate costs and delays • How to retire with enough money and avoid taxes Join us as we discuss key details for protecting your family, future, and legacy.