On Tuesdays, April 6 and 20, at 11:30 a.m., join Tony Hinson as he discusses estate planning, with a focus on estate-tax issues and retirement-account inheritance planning in a changing landscape. He will discuss Washington and federal estate tax issues, and some big changes looming for both in 2021. 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 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, April 13 and 27, at 11:30 a.m., join Hinson and Richard Tizzano to explore estate and life-care planning solutions that prepare you to protect your assets and remain independent. Topics 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 are held live online. It’s your opportunity to ask the experts. To register, visit sherrardlaw.com/seminars, or call 360-779-5551.