EVERYONE has an estate plan—either one they intentionally DESIGN or one the government creates for them by DEFAULT.
If 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.

Common Questions We Will Discuss Concerning Estate Planning
• Avoiding Medicaid Spend Down
How can you legally protect assets so they aren’t depleted to qualify for Medicaid?
• Probate Costs for Children
What probate fees might your children need to pay after you pass away?
• Preventing an Inheritance From Becoming a Burden
How can you structure an inheritance so it benefits heirs rather than causing financial or legal problems?
• Learning Ways to Reduce Exposure of Risk
How is adding children to bank accounts not a best practice in estate planning?
• Making Sure Your Money, Property, and Legacy Will go Where You Want It To
How do you keep your child’s inheritance in the family bloodline?

By 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.

The presentation will be led by Jim Ikey of Freedom Retirement and Estate Planning, in partnership with Midlothian Tax & Business Services. 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.