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Estate Planning @ Puckett's



Estate Planning @ Puckett's

Tuesday, August 27, 2019

6:15p - 8:30p EST

Event Location

2 W. Aquarium Way
Chattanooga, TN 37402
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2019-08-27T18:15:00.0000000
2019-08-27T20:30:00.0000000
PT2H15M

Organizer:

Maureen Lindner maureen.lindner@franklin-wealth.com

Presenter:

Joe Franklin

Topics covered include:
Avoiding probate without the use of expensive trusts
Eliminating conflicts of interest with attorneys, corporate trusts, and investment advisors
How holding assets in Joint Tenancy can ruin a good Estate Plan
Keep the IRS from taking over 72% of your Retirement Distribution
Strategies for creating and utilizing Special Needs Trusts
Benefits and strategies to utilize TN Asset Protection Trusts
How to best adapt to the new tax laws


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