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Get Your Ducks in a Row – Rescheduled from 3/14

March 21, 2018 @ 9:00 am - 10:00 am

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)

A light breakfast will be served.

Details

Date:
March 21, 2018
Time:
9:00 am - 10:00 am
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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