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ESTATE PLANNING 101 at Thirwood Place

November 5 @ 1:00 pm - 2:30 pm

Wednesday, November 5th 1:00pm-2:30pm

ESTATE PLANNING 101 at Thirwood Place

Featured Topics:

· Wills vs. Trusts

· Avoiding Probate

· Asset Protection Strategies

· Long-Term Care Planning

And more!

Presenter: Rebecca S. Spinner, Esq.

Rebecca is a committed advocate for the aging population. As an attorney at Surprenant, Beneski & Nunes, P.C., she exhibits a passion for helping clients reduce stress and anxiety associated with a loved one becoming ill, for protecting assets from long-term care, for tackling estate tax issues, and for protecting children’s inheritances from creditors

Join us for an informative presentation about estate planning and learn how the start of a good estate plan begins with foundational documents. Attorney Spinner will share the importance of quality foundational documents, what they are and why everyone age 18+ should have them. She will also cover topics related to long-term care planning, asset protection, estate tax minimization, and bloodline planning. Light refreshments will be served.

Thirwood Place

237 North Main St.

South Yarmouth, MA 02664

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Details

Date:
November 5
Time:
1:00 pm - 2:30 pm
Event Category:

Venue

Thirwood Place
237 North Main St.
South Yarmouth, MA 02664 United States + Google Map