- This event has passed.
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.