18 Nov
Estate & Retirement Planning Workshop

Description

If you're on the fence about establishing a will, the best way to make wise decisions for your situation is to be informed and able to make them with the facts.

If you've got a family, a home, and any kind of financial account, having a will in place may be beneficial to you and your heirs. When done correctly, a will can help individuals resolve everything from designating a guardian for children to passing on a family-owned small business and mitigating any intra-family conflicts.

  • Making a decision and taking action will be one of the most important things you ever do for your estate and retirement. 
  • Is keeping the Business, Farm, or Ranch in your family for another generation? 
  • Did you know?
    64% of Americans say having a will is essential, but fewer than 32% have one.
    Only 43% of those age 55 or older have a will or living trust.
    43% of U.S. adults blame procrastination as the most common barrier to estate planning.

    Please join us for this complimentary educational workshop at the Occasions, 125 E. North Lake Rd. in North Platte. 
    These important topics will be addressed:
    Do I need a Will? Trust? Powers of Attorney? Health Care Directive?
    How can I avoid the cost and delays of PROBATE?
    How can I reduce Estate Taxes and leave more money to my loved ones?
    How can I protect my assets from the devastating costs of nursing home care?
    Who will care for your underage children?
    How will you keep your heirs from frivolously spending their inheritance?
    Who gets your home? Who inherits all of your bank accounts? Who will get your assets?
    Can you avoid family arguments over your belongings and keepsakes?
    How can I create Tax-Free Income at retirement?
    Who decides your healthcare or end-of-life decisions?
    We will be discussing: 
    Protection from unexpected nursing home costs without nursing home insurance
    How to reduce or eliminate many forms of taxation
    The importance of having the proper legal documents at the right time
    Do's and don'ts for transferring your assets (including your home or farm to your children)
    The benefits of avoiding probate for your family

Date and Time

Tue, Nov 18, 2025

6:00p - 7:00p CST

Location

Occasions Event Center

125 E. North Lake Rd
North Platte , NE 69101

Note

This Event Will be available on two different Dates with 4 times. November 13, 2025, and November 18, 2025 at 11:30 A M and 6 PM both days.

View on Map
PT1H

Event Registration

Will you be able to attend this event?