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Get Your Ducks in a Row – Fairhaven Council on Aging

September 17, 2018 @ 1:30 pm - 2:30 pm

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)

Details

Date:
September 17, 2018
Time:
1:30 pm - 2:30 pm
Event Category:

Organizer

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

Venue

The Fairhaven Council on Aging
229 Huttleston Avenue
Fairhaven, MA 02719 United States
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