Estate Planning

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Health, Wealth & Legacy Planning Seminar

Ameriprise Financial invites you to a special seminar at Beau’s Grille on Thursday May 15, 2014 @ 6:30 pm.

This event is features:

  • R. Bryan Nace, Attorney at Law, Nace Law Office
  • Ming Je Huang, DC, DACBA, Integrative Chiropractic Clinic
  • Annie Zhang, Private Wealth Advisor, Ameriprise Financial

This seminar will offer tips and strategies that can help you:
o Learn how to live a happy and healthy lifestyle
o Plan to bring your retirement dreams and goals more within reach.
o Learn ways to generate dependable income that could last through your whole retirement.
o Leave behind a lasting, meaningful legacy
o Manage estate tax burden – for you and your loved ones.

Space is limited. Please make a reservation for you and up to 4 guests.  RSVP to JENNIFER SHEMORY AT 330.873.1100 OR JENNIFER.L.SHEMORY@AMPF.COM .
Dinner will be provided.  This is an informational seminar. There is no cost or obligation.

This seminar is sponsored by Columbia Management, CNL Securities, and John Hancock.

American Heritage Financial Estate Planning Presentation – May 7, 2014

Learn about creating an Estate Plan that reflects your values, helps your heirs, protects your assets, and has optimum tax efficiency.  R. Bryan Nace will be speaking at the American Heritage Financial Estate Planning presentation on May 7, 2014 at 7 pm.   Topics include trusts, living wills, powers of attorney, long-term care risks, avoiding probate, and more.   The presentation will address common questions such as:  Do you need a trust? Should you have a power of attorney? Do you need a will?

The presentation will be held at Rosemont Country Club, 3777 Rosemont Blvd., Fairlawn, Ohio 44333.  Light refreshements will be served.

If you are interested please register by contacted Joy at or 330-535-0881.  Please RSVP by May 1, 2014.  You are welcome to bring a friend or family member who may be interested in these topics.

Downton Abbey Sparks Interest In Property Law And Inheritance Rights – Forbes

Ancient property law and inheritance rights don’t often come up in conversation or popular television shows. But that’s what is happening now that the fourth season of the PBS series Downton Abbey is underway.  Due to the show millions of fans have been introduced to an arcane legal principle known as the fee tail and other aspects of British inheritance law.   Forbes has an interesting article on the phenomenon.

Downton Abbey’s Plot Twists Spur Lawyers’ Debates – Forbes.

Reasons to Talk to Your Children About Their Inheritance

Forbes has a good article on seven reasons you should talk to your (adult) children about estate planning.  The most important reason of course is that it can help to avoid problems later.  But the Forbes article discusses the following seven reasons:

  1. Avoid surprises.  Don’t leave them wondering about your intentions.
  2. Refine your plan.  Getting feedback might make you think twice about your current plan.
  3. Save taxes.  In some cases you may be able to instruct them on helping to save taxes.
  4. Adjust expectations.  Make sure everyone is on the same page to avoid fights later.
  5. Explain yourself.  Children may accept your decision more easily if you’ve explained why you made your decision.
  6. Anticipate a disclaimer.  In some cases you need to know if your child would consider disclaiming their inheritance.
  7. Promote harmony.  Talk to each child about their ideas and opinions.