The 2 Phases Of Estate Planning: A Secure Retirement & Avoid Going Broke In A Nursing Home

Estate Planning for a Secure Retirement & Avoid Going Broke in a Nursing Home

Attorney Van Smith, his wife Katie, and daughter Farah are pleased to welcome the birth of George Douglas Smith. 

In honor of his son George, Attorney Van Smith is hosting a free seminar on the “2 Phases of Estate Planning:  A Secure Retirement & Avoid Going Broke in a Nursing Home,” which he’s calling THE GEORGE SEMINAR.  Attend for the “George” in your life. 

ATTEND “THE GEORGE SEMINAR” ON THE 2 PHASES OF ESTATE PLANNING:  A SECURE RETIREMENT & AVOID GOING BROKE IN A NURSING HOME—FREE!

  • HOST & EDUCATOR:  H. Van Smith, Attorney & Founder of Smith Strong, PLC
  • When: Where:  Smith Strong, PLC, Conference Room, 5803 Staples Mill Rd., Richmond, VA 23228
    • Friday, June 2nd 2017 1:30-3:00PM

    • Wednesday, June 28th 2017, 6:00-7:30PM

    • Friday, July 14th 2017 1:30-3:00PM

    • Wednesday, July 26th 2017 6:00-7:30PM

  • RSVP:  Sign up using the online form below!
  • Or call 804.325.1245 or 757.941.4298 and note you would like to sign up for Van’s seminar on Estate Planning.

What & Why:

            In honor of the birth of son George Douglas Smith, Van is hosting his normally $295 per client estate planning seminar and strategy session for an intimate group of 12 people for free.  You may choose from the dates listed above and below on the online sign up form—advance registration is required, but it is 100% free.  The seminar should last about an hour, followed by questions.

            Each attendee will receive a special gift, along with easy-to-follow handouts on what to do next to ensure your estate plan meets your goals for a secure retirement, and what to do before you place any loved one in a nursing home or long term care facility.  

 

Is It Time To Protect Your Assets with an Estate Plan?

Discover how you can avoid these classic estate planning mistakes:

  1. Nursing Home Costs: Protect your assets from $8,000 per month in nursing home bills. Learn why traditional estate plans won’t help and the type of plan that will.
  2. Divorce: How to safeguard your children’s inheritance from divorce.  Imagine 50% of your assets walking out the door with your ex in-law!
  3. Remarriage: What blended families must do right away to avoid disinheriting each other and/or their separate children.
  4. Money Worries: Learn how to preserve your IRA or 401k—keep in mind most adult children will spend your IRA within 6 months of your death (unless you plan)!
  5. Incapacity: Avoid a publicly humiliating and expensive guardianship proceeding if you become legally incapacitated or disabled.
  6. Family Dynamics: How to plan for special needs kids and grandkids, and how to bulletproof your children’s inheritances from debts, taxes, lawsuits, medical expenses, and irresponsible lifestyles.
  7. Probate: How to avoid potential delays of 1 year or more and how to eliminate or minimize substantial court, attorney and executor fees.

Reserve your spot by signing up below.  Or call 804.325.1245 to register for the seminar by phone.  Space is limited on a first come, first serve basis.