Location: Tucanos Brazilian Grill
Date: Tuesday, April 30
Time: 6:30 PM
Address: 265 North West Promontory;
Farmington, Utah 84025
Seating is limited. A complimentary meal will be served.
There is no charge to attend!
The difference could mean lost wealth for your heirs.
Attend our dinner/education event at Tucanos Brazilian Grill to learn about the mistakes that may exist in your legacy plan. If you don’t know what gaps exist in your planning, your legacy and your family could face taxes, probate expenses, legal issues, and other challenges after you pass away.
Our presentation will discuss the process of creating a comprehensive estate planning portfolio, including:
And much more!
Without a comprehensive estate plan, your heirs could face big tax burdens and lengthy legal proceedings, and the court might designate how your assets are divided – even who gets to raise your children.
Space is limited, so fill out the registration form here to reserve your seat today.
Seating is limited. Sign up today to guarantee your seat(s)!
With nearly 20 years of experience, Court and his team pride themselves on “Beginning with the End in mind.” They have found it to be much more effective to begin every client’s planning with the end in mind and work backward from there. In 2005, Court had two friends pass away unexpectedly. Both friends passed away leaving behind their spouses and young children. With a young family of his own, the experience created a sense of urgency for Court to get his own affairs in order. He wanted to make sure that he could provide well for his family whether he was here or not here. He reached out to a friend who specialized in holistic planning. In working on his own plan, Court found a passion and love for Legacy planning. As he developed and grew his own planning firm, he found that many people were being under-served in so many areas of their planning. He and his partners put a lot of time and resources into the creation of what they refer to as the Legacy Planning Process, which ensures that every client is properly educated and directed in all areas of an ideal plan. He and his team are on a mission to help as many families as possible. In his mind, it brings great purpose and gratification to help people gain peace of mind and greater confidence by establishing their ideal plan for their family.
In his free time, Court loves to be with his wife and children. They love to travel, especially to warm destinations. He enjoys playing, watching, and coaching all types of sports. He has a love for football and is an avid fan of the Nebraska Cornhuskers.
Do You Still Have Questions? Call – (385) 595-5625
No, there is no cost to attend.
No, you will be provided with pen and paper to take notes.
No there will not be any discussion of any investments whatsoever.
Legal documents are written by Attorneys. Do-it-yourself estate document software licensed from EDP, LLC. Court Pitcher, LegacyLock, LLC, and EDP, LLC are not law firms and do not provide legal or tax advice. If you have questions about your specific circumstances, you should consult with
an attorney or tax advisor who is licensed in your state.
My Path to Retirement
505 North 210th Street
Elkhorn, NE 68022
Phone: (816) 702-5158
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.