Upcoming Workshops - James Lange, CPA/Attorney

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Lange Legal Group, LLC Presents Two Different FREE Workshops:

Workshop 1:
The Best Estate Plan for Traditional Married Couples 

What you’ll learn: 

  • The details of the best estate plan for married couples (Lange’s Cascading Beneficiary Plan™).
  • How Jim’s plan works and why it is so widely quoted, including The Wall Street Journal, Jane Bryant Quinn (in Newsweek) Financial Planning, Kiplinger’s, The Tax Adviser (the peer-reviewed AICPA tax journal) and many other sources.
  • A detailed explanation of how establishing this plan will dramatically increase the flexibility for the surviving spouse and eventually the children and the measurable benefits of the increased flexibility.
  • Why we think this is the best estate plan there is no matter what changes in the estate tax and income tax laws are made in the future, and why you should not wait for future developments to complete your estate planning now.
  • How this plan can not only save estate taxes, but could dramatically decrease income taxes after death. Saving income taxes, even after death, is likely to be much more important than saving estate taxes for most families.
  • The devastating problem with existing, traditional estate plans in the face of ever changing exemption amounts.
  • The argument against the appropriateness of our recommended estate plan. (We want to give you all of the important information to make an informed choice).
  • How your IRA, retirement plan & Roth IRA is dispersed at death and how your heirs can get the most value from these assets after you die.
  • Best way to complete IRA, Roth IRA or retirement plan beneficiary designations.
  • When is a Trust appropriate and a good safety measure? (The detailed presentation on trusts is being offered in our afternoon session).

All attendees receive two hours of Jim’s best estate planning advice. They also receive a FREE copy of his new book, The Roth Revolution: Pay Taxes Once and Never Again and be offered a certificate for an “IRA Strategy Review” with Jim Lange himself (a $500 value). 

The Workshop is FREE, but Seating is Limited. To Reserve Your Seat, Call 1-800-748-1571.

Workshop 2:
Who Says You Can’t Control From the Grave?
The Appropriate Use of Trusts to Protect Your Family

This is a brand new workshop, discussing the following:

Trusts as Beneficiaries of your IRA and/or Retirement Plan:

  • When it’s smart and when it’s not.
  • If your IRA or retirement plan is a significant part of your estate, you owe it to yourself and your family to get the best solution to optimize the beneficiary of your IRA or retirement plan. In many, but not all cases, trusts will be at least be part of that solution (almost always if you have minors as potential beneficiaries).

Probate:

  • The benefits of avoiding probate.
  • How to avoid probate.
  • The disadvantages of avoiding probate.
  • Objective advice on who should and who should not avoid probate.
  • An overlooked advantage of avoiding probate - protection for you in the event of incapacity, dementia or Alzheimers.

Trusts for Minors:

  • Sorry, my dear grandchild, “No Ferrari for you at 21!”

Details on the “I don’t want my no good son-in-law to inherit one red cent of my money” trust.

Tax Motivated Trusts including the Cruelest Trap of All:

  • If you have Traditional Wills, you may fall into this extremely common trap.

Spendthrift Trusts:

  • Challenging adult child? Ensure they never end up sleeping under a bridge – protect them from themselves.

The Best Estate Plan for Married Couples (Short Version):

  • This plan is described in detail in the our morning session.



Upcoming Workshops for 2012:

SATURDAY, JANUARY 28, 2012
9:30 AM - 11:30 AM /OR/ 1:00 PM - 3:00 PM
Pittsburgh Golf Club in Squirrel Hill
5280 Northumberland Street
Pittsburgh, PA 15217
>> Download the workshop brochure

These workshops are FREE, but seating is limited. Refreshments will be served. For reservations, call 1.800.748.1571



All Workshop Attendees Will Receive the Following Two Bonuses!

All attendees receive a FREE copy of the Second Edition of Jim’s best selling book, Retire Secure! (Wiley, 2006 and 2009). Jim will be happy to autograph your copy after the workshop.

A FREE “second opinion” with Jim who will look at your wills and trusts, tax returns and investments and tell you if there are any areas that could be improved.

“In Retire Secure!, Jim Lange provides a road map for tax-efficient retirement and estate planning. This is an invaluable resource for investors and planners alike.” — Charles Schwab

 

 

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