Category: Estate Planning

webinar on financial advice federal

Live Webinar: Do you need a Trust?

A trust costs a few thousand dollars. And it seems everyone is doing it. Why? Should you, too? In this webinar you will learn:• The benefits of a trust• The benefits people assume a trust provides, but doesn’t• Whether a trust will solve all your estate planning needs Join me in my next webinar to

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thanksgiving message for federal employees

Happy Thanksgiving from Stephen Zelcer

Hi, I don’t want to call out individuals by name, but I certainly want to express my gratitude to the following groups of people: Those who have spoken kind words to me: I started this business 11 years ago. I must admit, during my first 5-6 years, I thought I wasn’t going to make it.

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pre-retirement planning seminar

HOW FEDERAL BENEFITS IMPACT ESTATE PLANNING

Question: How do my federal benefits impact my estate? Answer: To frame the answer to this question I will add another question – Why is that important?  By understanding the impact your benefits have on your estate you should be able to get the: Quickest distribution of your assets Correct distribution of your assets Maximum distribution

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