Wealth & Legacy: Smart Estate Planning and Tax Strategies
Essential Steps to Protect What Matters Most
Prepare for the future with confidence by mastering the essentials of estate and tax planning. This focused seminar explores the key strategies to protect your legacy, minimize taxes, and ensure your wishes are carried out. Gain expert insights on estate planning tools and tax-efficient solutions to preserve wealth and provide peace of mind for you and your loved ones.
What can you expect to learn from this class?
Gain clarity on how wills and various types of trusts (such as revocable and irrevocable) work, and identify the options that best meet your tax-efficient estate planning goals.
Learn strategies to bypass the probate process, saving time and reducing expenses for your heirs.
Understand how to keep your estate matters private and ensure your wishes are carried out without court intervention.
Explore tax-efficient strategies to reduce the burden of estate and inheritance taxes on your beneficiaries.
Regularly reviewing and updating your estate plan is essential to account for life changes, maximize tax efficiency, and stay aligned with new laws.
Discover methods to safeguard your assets against the high costs of nursing home care and other long-term care expenses.
Confidently Navigate The Complexities Of Estate Planning, Taxes, And Wealth Preservation
This informative seminar is designed to equip you with the knowledge and strategies necessary for effective estate planning and long-term wealth preservation. You'll explore the differences between wills and trusts, along with tax-efficient strategies that may help minimize liabilities and maximize what you pass on to your loved ones.
Estate planning isn’t just for the wealthy—it’s essential for anyone who wants to ensure their wishes are honored and their loved ones protected. A will provides clear instructions for asset distribution, while a trust can help you avoid probate, maintain privacy, and exercise greater control over how and when assets are transferred. Together with smart tax planning, these tools may reduce family conflict, lower the burden of estate taxes, and protect your legacy for generations.
By taking the time to understand your options now, you'll gain the confidence to create a clear, customized plan that reflects your priorities. Whether you’re starting fresh or updating an existing plan, this seminar will empower you to take meaningful steps toward protecting what matters most.
Register to join us at Great Oaks Country Club for this informative class focused on estate planning and tax strategies on either Wednesday, November 5th OR Thursday, November 13th at 6:30 PM ET.
This session delivers up-to-date guidance on the key obstacles in estate planning and tax-efficient wealth preservation and how to overcome them. Learn how to structure your estate to avoid unnecessary taxes, protect your beneficiaries, and maintain control over how your assets are managed and distributed. By the end of the class, you'll be equipped to build a solid estate plan that reduces financial and emotional burdens on your loved ones—and helps you leave the legacy you intend.
Join us on 11/5/25 at 6:30 PM ET or 11/13/25 at 6:30 PM ET
for this specialized, no-obligation class.
Space is limited. Sign up today!
WEDNESDAY
November
5
6:30 PM
THURSDAY
November
13
6:30 PM
Frequently Asked Questions
Who is this seminar for?
The insights provided in our estate planning and tax strategies seminar are valuable for anyone seeking to protect their assets, provide for loved ones, and ensure their wishes are honored.
What's the purpose of this class?
This class is designed to be entirely educational, providing attendees with valuable insights into key aspects of estate planning.
Topics covered include:
• The pros and cons of beneficiary designations
• The pros and cons of Trusts
• The costly mistakes people make when trying to avoid probate
• Common planning mistakes that cause unnecessary taxes for you and your heirs
• Tax-efficient wealth preservation strategies
• The essential legal documents everyone should have and why
• And much more...
While presenters may offer business cards or brochures for informational purposes, there is no obligation to interact with them during or after the class.
Who is the speaker/presenter?
Bill Waggoner has over 30 years' experience in the Financial Services Industry as a branch manager, compliance officer, and financial adviser. He specializes in retirement planning, estate preservation, and long-term care planning. Bill grew up in Michigan, and after high school, he moved to Arizona, where he earned his undergraduate degree from the University of Arizona. Afterward, his love of the seasons and water prompted his return to Michigan, and he earned his Master of Science in Finance from Walsh College. He currently lives in Troy. His hobbies include reading, gardening, and spending time at his property near Port Huron. He is getting his Master Gardner certification from Michigan State University. He was an adjunct professor of Economics at Oakland Community College for twenty years and acted as Chairman of the Troy Youth Assistance, where he mentored two young boys. He was also Treasurer of the Troy Rotary and is currently a member of the Rochester Rotary.
He's worked extensively to create practical solutions that address common trust and estate planning concerns and offers solutions to empower families to put effective plans in place—without relying on one-size-fits-all approach. At the heart of his mission is one goal: to make estate planning approachable, understandable, and actionable for everyone.
Great Oaks Country Club
Address
777 Great Oaks Boulevard
Rochester, MI 48307
When
Wednesday, Nov. 5 at 6:30 PM
OR
Thursday, Nov. 13 at 6:30 PM
