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Estate Planning 101 with Dinner to Go – Dartmouth

March 28, 2019 @ 5:30 pm - 6:30 pm

Estate Planning 101 Presentation followed by tours of the community and a take-away dinner for every attendee

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

Join the law team of Surprenant & Beneski, P.C. at one of our monthly educational seminars and learn:

  • The importance of quality foundational documents (i.e. Durable Power of Attorney, Healthcare Proxy, HIPAA Authorizations) …
  • Strategic solutions for long-term care planning to avoid having your life savings lost• Clarity in the difference of Medicaid regulations 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 children & grand-children• How to pass on your IRA to maximize continued growth
  • 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)Go to https://events.myfamilyestateplanning.com/ to see available dates and register to attend.

Refreshments provided

Details

Date:
March 28, 2019
Time:
5:30 pm - 6:30 pm
Event Category:

Organizer

Surprenant & Beneski, PC
Phone:
508.994.5200
Email:
info@nbelderlaw.com

Venue

The Residence at Cedar Dell
628 Old Westport Road
Dartmouth, MA 02747 United States
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