Estate Planning 101 – Rosebrook Event Center, Wareham

Come see us at our FREE estate planning seminar! 70% of people 65+ will need long-term care.* Make sure YOU are prepared! At the 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!

(* U.S. Dept. of Health and Human Services, 2015)

** SNOW DATE: 3/12/20