Bryan Daly

An Estate Plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your estate planning is in good order by reviewing the methods families use to avoid delays and legal fees in the Probate Court. Learn various methods and best practices to protect your family from unnecessary costs and wasted time in Probate.

You will learn the following topics in easy-to-understand terms:

The advantages and disadvantages of Wills and Living Trusts.

How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away).

How Probate Court works and why you may want to avoid it for your family.

Why putting property in your children’s names may be a mistake.

Common missteps by families raising children with challenges, disabilities, or Special Needs.

Protect your home from being swallowed up by nursing home care.

Protecting your heirs’ inheritance from lawsuits, divorce and spend-thrifts.

Best Practices for naming retirement accounts and Life Insurance beneficiaries.

HOW THE SECURE ACT AFFECTS YOUR TRUST AND/OR RETIREMENT ACCOUNTS.

Learn about our “90 in 90 FORMula™” proprietary process.

New Life Financial Planning
(561) 448-4401
Bryan Daly, CFP® is a seasoned financial professional, leveraging his extensive expertise to help shape the landscape of financial planning.

As the Founder of NLFA IAR and a Registered Investment Advisor at Royal Fund Management, Bryan dedicates himself to teaching innovative methods for making, managing, and saving money.

https://www.yoursvp.com/LELVUQ