Estate & Legacy Planning – Interlinc Financial

Estate & Legacy Planning: Protect What Matters Most

As estate planning and inheritance laws evolve—and family dynamics shift—your current estate plan may no longer reflect your wishes or offer the protection your loved ones deserve.

Whether you’re planning for a spouse, children, pets, or other cherished individuals, it’s essential to have a well-structured estate plan that disinherits the IRS. If you own a home or have accumulated assets, this event is for you.

Join us for an educational seminar where we’ll walk you through the critical elements of estate and legacy planning in today’s changing world. You’ll discover how to safeguard your wealth, ensure your healthcare wishes are honored, and leave a legacy that reflects your values including disinheriting the IRS —while avoiding costly mistakes.

Here’s what you’ll learn:

• The Widow’s Penalty: How to avoid this hidden tax trap
• Why gifting property to your children might backfire
• Strategies to shield your estate from taxes, nursing home costs, and the IRS
• Understanding probate: What it is, why it’s expensive, and how to bypass it
• How the SECURE Act transformed retirement and trust planning
• How most retirement plans unintentionally disinherit your kids — and how to fix it
• Steps to leave a meaningful, tax-efficient legacy for your loved ones
• The most common estate planning mistakes — and how to avoid them
• Wills vs. Trusts: One could save your family time, money, and heartache
• POAs & Medical Directives: The must-have documents most people overlook

Don’t leave your legacy to chance. Join us and gain the clarity and confidence to plan ahead with purpose.