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Get Your Ducks in a Row – Wamsutta Club, New Bedford
December 12, 2019 @ 2:00 pm - 3:30 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)