Strategies to Help Optimize Your Social Security & Estate Planning

Deciding when and how to claim Social Security and structure your estate are some of the most important—and often most complex—financial decisions you’ll make. It’s not just “when to file” or “draft a will”—the timing of your benefit claim, the design of trusts and beneficiary designations, tax considerations, and probate issues all interact. Missteps or missed planning opportunities can erode your lifetime benefits, trigger unexpected taxes, or leave your heirs with costly legal hurdles. This workshop will help you get the most from your Social Security benefits and better understand estate planning essentials to protect your legacy.

Join us to Discover:

• New changes to Social Security & Estate Planning in the One Big Beautiful Bill Act
• Claiming strategies to help optimize your lifetime Social Security benefits
• Ways to coordinate spousal and survivor benefits for optimal household income
• How to lower or possibly eliminate taxation of your Social Security income
• The importance of wills, trusts, and beneficiary designations
• Strategies to lower taxes and optimize wealth transfer
• How to protect your loved ones from the stress and costs of probate
• Common estate planning mistakes, and how to avoid them

*By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.