Free Video Course for Someone You Know
Think of someone you know over the age of 50 . . . then watch this short video to learn why they will thank you for sharing this free course with them.
Complimentary Estate Planning Seminar: Wills & Living Trusts
Health & Wealth Legacy cordially invites you to attend this free educational seminar and learn how proper estate planning can help protect your family, assets, and legacy.
Why It Matters
Why an Estate Plan Matters
An estate plan is vital for individuals, couples, and families who own a home, have savings, retirement accounts, investments, or other assets. Ensure your estate planning is in order by understanding the strategies families use to avoid the delays, expenses, and frustrations associated with Probate Court. Learn practical estate planning techniques designed to help protect your loved ones, preserve your wealth, and transfer assets according to your wishes.
Avoid Probate
Skip the delays, expenses, and frustration of Probate Court.
Protect Your Loved Ones
Make sure your family is cared for and never left unprepared.
Preserve Your Wealth
Keep more of what you've built and pass it on intact.
Transfer on Your Terms
Ensure your assets go exactly where you want them to.
Watch: Why Estate Planning Matters
A short introduction to the strategies we'll cover at the seminar.
An Estate Planning overview from our President, Chief Counsel of ITS.
Free Educational Videos
Watch & Learn
Short videos on why planning ahead matters — share them with someone you care about.
“End of Life” Legal and Financial Considerations
If you realize that a fatal accident or illness can end your life at any time, and you don't want to leave your family unprepared, watch this video to learn how important it is to provide instructions and make provisions for the “End of Life.”
What We'll Cover
What You'll Learn
You will learn the following topics in easy-to-understand terms:
- 1The advantages and disadvantages of Wills and Living Trusts
- 2How Powers of Attorney work — and when they may no longer be effective (some may not be valid if you are disabled or pass away)
- 3Common estate planning mistakes affecting families with children who have special needs or disabilities
- 4Understanding the Probate Court process, how it works, and why many families seek to avoid it
- 5Why putting property in your children's names could be a costly mistake
- 6Asset protection and wealth transfer strategies
- 7Protecting your heirs' inheritance from lawsuits, divorce, creditors, and spendthrift issues
- 8Retirement and Long-Term Care planning strategies
- 9Best practices for naming beneficiaries on retirement accounts and life insurance policies
- 10How the SECURE Act may impact your Trust and Retirement Accounts
A Personal Invitation
Watch the ITS Presentation
Hello! I had this ITS (Integrated Trust System) presentation created for you. When you have a chance, please watch it and let me know what you think afterward.
Why Attend
This seminar is designed to help you and your family avoid some of the most common and costly estate planning mistakes. Be our guest at this unique FREE educational presentation and gain valuable insights that could help protect your family's future.
Event Details
Choose the session that works best for you.
Session 1Thursday, September 10, 202612:00 PM
Session 2Thursday, September 10, 20266:00 PM
Session 3Saturday, September 12, 202612:00 PM
Location
Gladstone Community Center6901 N. Holmes Street
Gladstone, MO 64118
Seating is limited. Advance registration is recommended.
Meet Our Speaker
Learn From an Experienced Guide
Brian Beazly
Estate & Retirement Planning Educator
Owning and operating a business for more than 30 years, Brian Beazly saw the need many people have for help with retirement income and estate planning strategies. In 2011, Brian began working with families in Indiana and Kentucky in the areas of end-of-life preparation and wealth transfer. Brian is a licensed health and life agent in Kentucky, Indiana and several other states. He was a flight instructor for many years. His spirit of teaching carries forward in helping people understand and implement the best wealth strategies for their families.
- 30+ years owning and operating a business
- Licensed health & life agent in Kentucky, Indiana & other states
- Specializes in wealth transfer & end-of-life planning
Reserve Your Free Seat
Complete the form below and we'll save your spot. It only takes a minute.
Important Disclosure
This seminar is not sponsored by the Gladstone Community Center, and the Gladstone Community Center does not endorse any views expressed by the sponsors of this event.
The information presented during this seminar is for educational purposes only and does not constitute legal, tax, or financial advice. It is not intended to replace consultation with qualified legal counsel or other professional advisors.
If you have specific legal questions following the seminar, we will be happy to connect you with our team and a qualified estate planning attorney.
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