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Estate Planning 101 Presented by Attorney Rebecca S. Spinner at Maplewood at Mill Hill

April 4 @ 4:00 pm - 5:30 pm

70% OF PEOPLE 65+ WILL NEED LONG-TERM CARE*

Come Hear How To Prepare For Your Future Needs While Preserving Your Assets and Minimizing Your Risks, Expenses and Taxes!

AT THIS EDUCATIONAL SEMINAR, YOU WILL LEARN THE BASICS OF ESTATE PLANNING INCLUDING:

  •  The importance of quality foundational documents (i.e. Durable Power of Attorney, Healthcare Proxy, HIPAA Authorizations)
  •  How to determine who to designate for making medical, legal and financial decisions on your behalf
  •  Strategic solutions to protect your earnings and assets from long-term care costs
  •  Clarity in the difference of Medicaid eligibility requirements and tax rules as it applies to the dreaded “look back” period
  •  Understand the difference between Irrevocable and Revocable Trusts and how they can be used to achieve your goals
  •  Protecting your assets and leaving a legacy for your children & grand-children
  •  Eliminate or minimize Estate Taxes upon your passing
  •  Save your loved ones time, money and added grief when that day arrives!

PRESENTED BY: Attorney Rebecca S. Spinner

Rebecca is a committed advocate for the aging population. As an attorney at Surprenant & Beneski, 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.

 

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Details

Date:
April 4
Time:
4:00 pm - 5:30 pm

Venue

Maplewood at Mill Hill
164 MA-28
West Yarmouth, MA 02673 United States
Phone
774-470-5174