513-587-4750
#1 Digital Trust in the USA
Uncertain about the future? Worried about your family’s security? Concerned about probate?
You’re not alone. Estate planning can feel overwhelming, but it doesn’t have to be.
Join American Senior Benefits for a FREE Estate Planning Seminar and gain the knowledge and confidence to secure your future.
Here’s why you should attend:
- Peace of Mind: Ensure your wishes are carried out and your family is protected in the event of the unexpected.
- Financial Security: Learn strategies to minimize taxes and safeguard your assets from unnecessary loss.
- Clarity & Understanding: Demystify estate planning concepts and discover the best options for your specific needs.
- Clear Plan of Action: Leave a lasting legacy and avoid probate delays and expenses.
Our compassionate team, led by Stacey Dixon, will guide you through:
- The importance of estate planning for everyone, regardless of age or wealth.
- Protecting your children, assets, and legacy with thoughtful planning.
- Strategies to navigate life’s unexpected twists and turns, from illness to incapacity.
- Safeguarding your home and ensuring a brighter future for loved ones with special needs.
American Senior Benefits presents free educational seminars on a wide variety of topics, including Wills & Living Trusts, Comprehensive Estate Planning, Long-Term Care Planning and many more!
Learn more about our available seminars or webinars!
American Senior Benefits presents free educational seminars on a wide variety of topics, including Digital Trusts, Health & Wealth Planning, Long-Term Care Planning and many more! Help your loved ones avoid the pitfalls in probate, reach out today!
290
Families go through probate each day, that weren't expecting it.
The impact probate can have on a family that is grieving can be awful. It can be costly, and time consuming.
100%
Of wills will take you to probate if you meet the financial threshold for your state.
Did you know your house, cars, investments, and personal assets all count towards your financial threshold for probate?
14,500/day
5,292,500/year
Approximate number of people in probate proceedings.
Find out what your state threshold is for probate. Visit:
Quick Checklists:
Do you have the following:
-POD on Bank Accounts
-TOD on Real Estate, Vehicles, Non-IRA Investments
-Beneficiary Deeds
-Financial Power of Attorney
COMPREHENSIVE ESTATE PLAN NEEDS CHECKLIST:
Significant Assets($100,000ormore?)
Special Needs for children/grandchildren?
Do you have financial assets?
-IRAs
-Mutual Funds
-Stocks
-Bonds
-CD's
Do you own property?
-in multiple states?
-rental properties?
Second Marriage? Potential Family Issues?
-divorce,disgruntledfamilymember,etc.
Potential Tax Issues?
Desire to Avoid Probate?
Keep your Estate and Distribution Private?
Contact us
Telephone: 1-513-587-4750
E-mail: sdixon@asb.insure
Address: 5925 N Main Street, Suite D, Dayton, Ohio 45415