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Richmond Refreshers Live: Family Will & Legacy Planning


 

Location:

Ella Sharp Museum

3225 4th Street
Jackson, MI 49203 United States

Directions

Date:

November 7

Time:

6:30 pm - 7:30 pm

Did you know that 40% of U.S. adults do not currently have documents such as a will or living trust?* With this statistic and by popular demand, we have an information packed evening ready for you!

In addition to some quick updates about Richmond Brothers, we will be educating you on:

  • Changes to tax increases in 2026.
  • 3 guiding principles to help achieve retirement success for you and your estate.
  • How to help protect your IRAs and retirement plans which, over time, will likely grow to become the largest assets you leave behind.
  • How to help protect your beneficiaries from losing their inheritance to lawsuits, creditors, government claims and/or medical.
  • Why a Will does not avoid costly and time consuming Probate Court.
  • Differences between revocable and irrevocable living trusts.
  • How to help avoid accidentally disinheriting your heirs.

We encourage you to invite friends and family who you believe could benefit from this timely information!

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