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Wills & Wine!

January 24, 2019 @ 8:00 am - 5:00 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)

Details

Date:
January 24, 2019
Time:
8:00 am - 5:00 pm
Event Category:

Organizer

Surprenant & Beneski, PC
Phone:
508.994.5200
Email:
info@nbelderlaw.com

Venue

All American in Wareham
107 South Main Street
Acushnet, MA 02743 United States
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