Get Your Ducks in a Row – Wamsutta Club, New Bedford

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)