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Wills, Wealth & Wine! – Mill Hill Residence, Yarmouth

December 6, 2018 @ 5:30 pm - 6:30 pm

Please join us! Enjoy refreshments while hearing from Jay Williams of Williams Estate & Financial Group, Inc. and Atty. Brandon Walecka of Surprenant & Beneski, P.C.. They will share insights about financial and estate planning, including: The importance of quality foundational documents (i.e. Durable Power of Attorney, Heathcare Proxy, HIPAA Authorizations, Living Will and Will) How to craft your will to ensure your spouse is protected if you go into a Nursing Home Understand the difference between Irrevocable and Revocable Trusts and how they can be used to achieve your goals Ways to protect your retirement assets from excessive taxation Strategies to protect your families legacy from divorce, debt, lawsuits, etc.. How to preserve your inheritance for future heirs and pass on your IRA to maximize continue growth Go to https://events.myfamilyestateplanning.com/ to see available dates and register to attend. Or call 888-655-4995

Hors d’ouevres and wine at 5:30pm. Presentation begins at 6:00pm.


December 6, 2018
5:30 pm - 6:30 pm
Event Category:


Surprenant & Beneski, PC


Mill Hill Residence
164 MA-28
West Yarmouth, MA 02673 United States
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