BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P3D REFRESH-INTERVAL:P3D CALSCALE:GREGORIAN BEGIN:VEVENT DTSTART:20260323T230000Z DTEND:20260324T000000Z X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:Wills vs Trusts Info Session DESCRIPTION:Join us on March 23rd or March 30th at 6 pm in Grapevine\n\n \n\nEVERYONE has an estate plan either one they intentionally DESIGN or one the government creates for them by DEFAULT.\n\nIf you own a home\, a business\, or other valuable assets\, taking control of that plan is essential. Thoughtful estate planning allows you to protect what you've built and create a clear path for passing your wealth to future generations.\n\n\n\nCommon Questions We Will Discuss Concerning Estate Planning\n\n Avoiding Medicaid Spend Down\n\nHow can you legally protect assets so they aren't depleted to qualify for Medicaid?\n\n Probate Costs for Children\n\nWhat probate fees might your children need to pay after you pass away?\n\n Preventing an Inheritance From Becoming a Burden\n\nHow can you structure an inheritance so it benefits heirs rather than causing financial or legal problems?\n\n Learning Ways to Reduce Exposure of Risk\n\nHow is adding children to bank accounts not a best practice in estate planning?\n\n Making Sure Your Money\, Property\, and Legacy Will go Where You Want It To\n\nHow do you keep your child's inheritance in the family bloodline?\n\n\n\nBy understanding key tools such as a will and various types of trusts\, you can make informed decisions that help ensure your assets are managed according to your wishes and provide lasting security for the people you care about.\n\n\n\nThe presentation will be led by Jim Ikey of Freedom Retirement and Estate Planning\, in partnership with Insurance Solutions USA. With more than 30 years of experience in the financial planning industry\, Jim and his team are dedicated to helping individuals and families make confident\, well-informed decisions about their wealth and assets. Their approach goes beyond traditional retirement or estate planning\, centered on strategies designed to protect what you've built while creating lasting financial security for generations to come. X-ALT-DESC;FMTTYPE=text/html:
Join us on March 23rd or March 30th at 6 pm in Grapevine
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EVERYONE has an estate plan&mdash\;either one they intentionally \;DESIGN \;or one the \;government \;creates for them by \;DEFAULT.
\nIf you own a home\, a business\, or other valuable assets\, taking control of that plan is essential. Thoughtful estate planning allows you to protect what you&rsquo\;ve built and create a clear path for passing your wealth to future generations.
\n
\nCommon Questions We Will Discuss Concerning Estate Planning
\n&bull\; \;Avoiding Medicaid Spend Down
\nHow can you legally protect assets so they aren&rsquo\;t depleted to qualify for Medicaid?
\n&bull\; \;Probate Costs for Children
\nWhat probate fees might your children need to pay after you pass away?
\n&bull\; \;Preventing an Inheritance From Becoming a Burden
\nHow can you structure an inheritance so it benefits heirs rather than causing financial or legal problems?
\n&bull\; \;Learning Ways to Reduce Exposure of Risk
\nHow is adding children to bank accounts not a best practice in estate planning?
\n&bull\; \;Making Sure Your Money\, Property\, and Legacy Will go Where You Want It To
\nHow do you keep your child&rsquo\;s inheritance in the family bloodline?
\n
\nBy understanding key tools such as a will and various types of trusts\, you can make informed decisions that help ensure your assets are managed according to your wishes and provide lasting security for the people you care about.
\n
\nThe presentation will be led by Jim Ikey of \;Freedom Retirement and Estate Planning\, in partnership with \;Insurance Solutions USA. \;With more than 30 years of experience in the financial planning industry\, Jim and his team are dedicated to helping individuals and families make confident\, well-informed decisions about their wealth and assets. Their approach goes beyond traditional retirement or estate planning\, centered on strategies designed to protect what you&rsquo\;ve built while creating lasting financial security for generations to come.
\n LOCATION:Bessie Mitchell House 411 Ball Street\, Grapevine\, TX\, USA View a Map UID:e.770.204511 SEQUENCE:3 DTSTAMP:20260429T163917Z URL:https://business.grapevinechamber.org/events/details/wills-vs-trusts-info-session-204511 END:VEVENT END:VCALENDAR