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 is designed to help you get more from your Social Security benefits and better understand estate planning strategies to help preserve 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 a potentially more optimal household income
• Ways to help 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
• Ways to help protect your loved ones from the stress and costs of probate
• Common estate planning mistakes, and ways to help avoid them