Asset Preservation Group, LLC

07/15/2026

Your portfolio is more than a performance number.

07/09/2026

Will your family inherit the legacy you intended or unnecessary taxes, probate, and delays?

Many Americans have no estate plan at all. And even for those who do, outdated documents, overlooked beneficiary designations, and unchecked IRA balances could have a significant impact on what ultimately reaches the people they love.

Join us for a **FREE educational seminar**:

Don’t Let Taxes & Probate Decide Your Legacy in 2026: Common Mistakes That Can Create Problems for You and Your Loved Ones

Discover common planning mistakes that could affect you and your loved ones, including:

✓ Why having a will may not keep your estate out of probate
✓ How large IRA balances can create a future tax burden for you and your heirs
✓ Why outdated wills, trusts, and beneficiary designations deserve a second look
✓ How changing tax laws could impact the legacy you intend to leave behind
✓ Why coordinating your estate and tax strategies can make a meaningful difference

📍 Spencer County Public Library
📅 Tuesday, July 21st
🕕 6:00 PM

Register here ➡️ https://events.apgky.com/estate-planning-spencer-county-public-library/

This complimentary seminar is designed to help you identify potential gaps in your current plan and better understand the steps you can take today.

**Seating is limited and advance registration is required.**

07/08/2026

This checklist shows you the difference.

07/04/2026

07/01/2026

The years around retirement are when alignment matters.

06/24/2026

Expense ratios have dropped a lot since 2005.

06/22/2026

Will your estate become a blessing... or a burden for your loved ones?

Many pre-retirees and retirees are surprised to learn that outdated estate plans, incorrect beneficiary designations, and unnecessary taxes can create significant challenges for the people they love most.

Join us for this FREE educational workshop and discover how to help protect your family, your retirement, and your legacy.

Don’t Let Taxes & Probate Decide Your Legacy in 2026: Common Mistakes That Can Create Problems for You and Your Loved Ones

You'll learn:
✅ Why a will alone may not keep your family out of probate
✅ How taxes can reduce what you leave behind
✅ Strategies to help protect your loved ones and preserve your legacy

📍 Jeffersontown Branch Library
10635 Watterson Trail Louisville, KY

📅 Tuesday, June 30th
🕕 6:00 PM

Admission is FREE, but seating is limited and advance registration is preferred.

https://events.apgky.com/estate-planning-jeffersontown-branch-library/ -jump-194bc0b6672

This event is not sponsored or endorsed by the Jeffersontown Public Library.

06/21/2026

Wishing All the Great Dad's Out There a Very Happy Father's Day 🇺🇲

06/11/2026

A complimentary primer for tax planning

06/04/2026

Read our complimentary taxation guide