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Wills & Wine – The Cottages, Dartmouth

September 12, 2019 @ 5:30 pm - 7:00 pm

Hosted by The Cottages, Dartmouth – come enjoy wine and appetizers!

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)

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Details

Date:
September 12, 2019
Time:
5:30 pm - 7:00 pm
Event Category:

Venue

The Cottages at Dartmouth Village
274 Slocum Road
Dartmouth, MA 02747 United States
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