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Wills & Wine – Atria Fairhaven
May 15, 2019 @ 5:30 pm - 6:30 pm
Enjoy wine, appetizers, tours and a seminar hosted by All American Assisted Living in Wareham!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)
Go to https://events.myfamilyestateplanning.com/ to see available dates and register to attend.(Snow date is scheduled for 1/31/19 5:30pm-7pm)