THE ESSENTIALS OF ESTATE PLANNING
Attend one of our FREE Estate Planning classes to learn the do`s and don`ts of Estate Planning.
- Hosted by the Modesto CA AFEA Chapter (Tom Thorson, Pres.).
- Please click on the link below or call the local registration line.
- Registration Number: 844-211-6119
- American Financial Education Alliance (AFEA) is a 501(c)(3) non-profit organization. AFEA’s mission is to empower Americans to take control of their finances by providing local communities with unbiased financial education.
THE ESSENTIALS OF ESTATE PLANNING FREE workshop:
Location: Ripon Library
333 W. Main St
Ripon, California 95366
Thursday, Sep 21, 2023 3pm-5pm
or
Saturday, Sep 23, 2023 10:30pm-12:30pm
THE ESSENTIALS OF ESTATE PLANNING
This course can help you to clearly define your own estate planning objectives and goals and equip you with the knowledge and tools necessary to put your plans into action. Upon completion, you will know how to properly protect your assets from probate and spend down, accurately devise a plan for Estate distribution to the people and organizations you care about the most. Protect your family’s legacy and take advantage of little-known tax tips and strategies that will help you achieve your goals with the least amount of taxes owed to Uncle Sam.
- Understanding probate
- The importance of wills, living wills, health care powers of attorney
- Do you need a trust
- How to guarantee your income for the rest of your life & your spouse's life
- How to maximize the living & death benefits of life insurance
- How to use current IRS tax codes to create a tax-free retirement
- How to keep your estate private
- The most common estate planning traps to avoid
Join us for a FREE Adult Education Workshop. Tom Thorson from AFEA's Modesto, CA Chapter will present FREE educational workshops covering some of the most relevant and challenging financial topics Americans face today. Save the date on your calendar. You will be able to register using the link below 30 days prior to a class date.
Our Services:
Income Planning
When you are near or in retirement a primary focus is income planning and how you will draw from accounts.
Investments
You have many choices to invest your money today. Let us help you customize a portfolio for your needs.
Taxes
Don`t let Uncle Sam be an hier to your estate!
We can help you identify ways to minimize income and estate taxes.
Estate Planning
How will your assets be distributed at death?
We can help you with Trusts, Wills, Powers of Attorney and other legal documents through our direct Attorney teams.
Thorson Financial Estate Management, Inc.
Thorson Financial Estate Management, Inc. specializes in working with retirees and those preparing to retire by customizing your financial life in four primary categories. Those are: Investment management, tax planning, long term care risk management and Estate Planning.
We do this for the purpose of maintaining your quality of life in retirement and ultimately leaving your resources to the people and organizations you care most about. In short, we provide professional guidance for living on and passing on your resources.
Additionally, we head up the Modesto Chapter (4394) of the American Financial Education Alliance (AFEA). It is our pleasure to serve our local communities and share information on how AFEA is working to provide people of all walks of life information, education and experience about enhancing how they understand and manage their finances. As an IRS approved, 501C3, non-profit organization, our mission is to empower Stanislaus and San Joaquin Counties to take control of their finances by providing unbiased financial education. We encourage you to visit the AFEA Modesto Chapter website at https://myafea.org/chapters/modestoca to learn more about the classes we offer throughout the year.