Senior Seminar

July 10, 2014

Learn the warning signs of Estate Planning and Annuity Scams.

Clare County Senior Services is hosting a free seminar entitled,: A living Trust Education Initiative:  Who Should You Trust?  Avoiding Estate Planning Mistakes.”  The Seminar is being presented by volunteer attorneys and the State Bar Michigan at all four Clare County Senior Dining Centers from 11:00 AM to Noon on Wednesday August 6, 2014.

This State Bar of Michigan seminar provides essential estate planning information and the warning signs of deceptive annuity sales practices that could potentially jeopardize your economic stability.  Attend the State Bar of Michigan’s free seminar to gain empowerment in making estate planning decisions.

During the presentation, you will learn how to identify and avoid “trust mill” scams.   These scams tout the benefits of a “trust-based” estate plan irrespective of specific needs and make exaggerated statements about the probate administration process to create a seemingly convincing story on why a “trust” funded with an annuity is the only good estate planning choice.  The annuity’s long-term investment requirements, the hefty penalty for early withdrawals, and the salesperson’s commission are typically buried in the paperwork.  The percentage-based commission provides substantial incentive for the annuity salesperson to quickly close the deal.  These aggressive annuity sales tactics have also been effectively used against veterans applying for Veteran Affairs benefits.  Come to this seminar to become aware of these sales tactics used to gain access to you and your hard earned savings.

It is important to make sure that the person giving you estate planning advice is a licensed lawyer concerned about your best interests and last wishes and not about making a commission on a sale.  If you already have an estate plan in place, this seminar will help you to gain peace of mind that you can ignore solicitation from non-lawyers suggesting that something more is needed.  Attend the seminar to avoid becoming an unsuspecting victim and receive a specially-designed folder containing essential estate planning information and easy-to-remember reminders of the warning signs of trust-based estate planning and annuity scams.

Lana at the Harrison Senior Dining Center – 989-539-3066

Cheryl at the Lake George Senior Dining Center – 989-588-9841 ext. 01

Billie at the Clare Senior Dining Center – 989-386-7130

Reva at the Lake DAV Senior Dining Center – 989-544-2836

Senior Services:  989-539-8870

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