How to save taxes, protect assets
- Retiring soon
- Inheriting money or other assets soon
- Applying for Social Security soon
- Turning 72 this year
- Turning 59 ½ this year
- Selling assets with major capital gain or loss
Update your plan, ensure your assets go where you want at your death
- Death of a spouse or child
- Serious illness of spouse or child
- Considering remarriage or divorce
- Child develops substance abuse problem
- Births, deaths, divorces of named beneficiaries
- Parent is ill or incapacitated
- Child marrying someone with spending issues
How to pay for care
- Diagnosis such as Alzheimer’s or Parkinson’s
- Incapacity
- Going to rehab
Cooper, Adel, Vu Will Be There!
- We believe you deserve continuity and peace of mind
- Support for your family
- Our attorneys will be there for you now and in the future
Learn how planning can help protect your life savings from being lost.
Contact us today to signup and attend a free seminar.