Aler Stallings

A lifetime accumulating wealth, an afternoon preserving it.

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

URBANA, 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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Apr 24, 2014
2:00 PM - 3:00 PM

URBANA, 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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May 7, 2014
2:00 PM - 3:00 PM

DELAWARE, 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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May 7, 2014
6:00 PM - 7:00 PM

DELAWARE, 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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This is another common misconception of estate planning. A person can create a living trust and name himself/herself as the trustee, which gives the creator unfettered access to the trust assets and the right to amend or terminate the living trust at any point prior to the creator’s death or incapacitation.

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Is it true that I lose all control of my assets once I put them into a trust?

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