On Tuesdays, June 1, 15, and 29, at 11:30 a.m., Tony Hinson will host an online estate planning session with a focus on retirement-account inheritance planning in a changing landscape.
He will discuss Washington and federal estate-tax rules, as well as some major changes likely for both in 2021 or 2022. You’ll learn why estate plans are more than just a will or trust; why powers of attorney and medical directives are critical; and why proper planning for retirement accounts is now more important than ever with the ‘stretch IRA’ largely being gone. Anyone wanting a comprehensive estate plan that incorporates tax planning and retirement accounts should attend.
On Tuesdays, June 8 and 22, at 11:30 a.m., Hinson and Richard Tizzano will explore estate and life-care planning solutions that can prepare you to protect your assets and remain independent. Topics will include health care, Medicare & Medicaid, long-term care insurance, maintaining quality of life, aging in place, preserving wealth, estate plans, and supplemental-needs trusts.
These virtual seminars will be held live, providing an opportunity to ask the experts. To register, visit sherrardlaw.com/seminars, or call 360-779-5551.