Aler Stallings

A lifetime accumulating wealth, an afternoon preserving it.

Estate Planning Lifecycle
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Jul 24, 2014
10:00 AM - 11:00 AM

NEWARK, Oh - Protecting Your Assets from the Three Big Bad Wolves:

Many of us have heard a will is all you need to have in terms of planning for your passing. Most people do not understand all the hidden costs and taxes involved once they pass. AlerStallings wants to educate you on the Three Big Bad Wolves (Probate, Taxes, and Long Term Healthcare costs) that will try to pounce on your assets after your passing.

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Jul 24, 2014
2:00 PM - 3:00 PM

NEWARK, Ohio - Protecting Your Assets from the Three Big Bad Wolves:

Many of us have heard a will is all you need to have in terms of planning for your passing. Most people do not understand all the hidden costs and taxes involved once they pass. AlerStallings wants to educate you on the Three Big Bad Wolves (Probate, Taxes, and Long Term Healthcare costs) that will try to pounce on your assets after your passing.

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Aug 5, 2014
10:00 AM - 11:00 AM

PLAIN CITY, OH - Protecting Your Assets from the Three Big Bad Wolves:

Many of us have heard a will is all you need to have in terms of planning for your passing. Most people do not understand all the hidden costs and taxes involved once they pass. AlerStallings wants to educate you on the Three Big Bad Wolves (Probate, Taxes, and Long Term Healthcare costs) that will try to pounce on your assets after your passing.

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Aug 5, 2014
2:00 PM - 3:00 PM

PLAIN CITY, OHIO - Protecting Your Assets from the Three Big Bad Wolves:

Many of us have heard a will is all you need to have in terms of planning for your passing. Most people do not understand all the hidden costs and taxes involved once they pass. AlerStallings wants to educate you on the Three Big Bad Wolves (Probate, Taxes, and Long Term Healthcare costs) that will try to pounce on your assets after your passing.

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While effective estate planning can maximize estate value by minimizing tax, probate and other costs, effective estate planning is also utilized for many non-monetary purposes regardless of the size of the estate, including: (i) medical directives (living wills, POAs, etc), (ii) guardianship of children and (iii) decedent’s direction over the distribution of assets (versus letting the State decide).

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