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Get Your Ducks in a Row Seminar

January 17, 2018 @ 5:30 pm - 6:30 pm

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


January 17, 2018
5:30 pm - 6:30 pm
Event Category:


Surprenant & Beneski, PC


Wamsutta Club
427 County Street
New Bedford, MA 02740 United States
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