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January 2020

Get Your Ducks in a Row – Raynham Courtyard Mariott

January 21 @ 5:30 pm - 7:00 pm
Raynham Courtyard Marriott, 37 Paramount Dr
Raynham, MA 02767 United States
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Come see us at our FREE estate planning seminar! 70% of people 65+ will need long-term care.* Make sure YOU are prepared! At the educational seminar, you will learn the basics of Estate Planning including: The importance of quality foundational documents (i.e. Durable Power of Attorney, Healthcare Proxy, HIPAA Authorizations) How to determine who to designate for making medical, legal and financial decisions on your behalf Strategic solutions to protect your earnings and assets from long-term care costs Clarity in…

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February 2020

Estate Planning 101 – Hyannis DoubleTree

February 6 @ 5:30 pm - 7:00 pm
Hyannis Double Tree, 287 Iyannough Rd
Hyannis, MA 02601 United States
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At this FREE educational seminar, you will learn the basics of Estate Planning including: The importance of quality foundational documents (i.e. Durable Power of Attorney, Healthcare Proxy, HIPAA Authorizations) How to determine who to designate for making medical, legal and financial decisions on your behalf Strategic solutions to protect your earnings and assets from long-term care costs Clarity in the difference of Medicaid eligibility requirements and tax rules as it applies to the dreaded “look back” period Understand the difference…

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Estate Planning 101 – Rosebrook Event Center, Wareham

February 27 @ 5:30 pm - 7:00 pm
Rosebrook Event Center, 50 Rosebrook Pl
Wareham, MA United States
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Come see us at our FREE estate planning seminar! 70% of people 65+ will need long-term care.* Make sure YOU are prepared! At the educational seminar, you will learn the basics of Estate Planning including: The importance of quality foundational documents (i.e. Durable Power of Attorney, Healthcare Proxy, HIPAA Authorizations) How to determine who to designate for making medical, legal and financial decisions on your behalf Strategic solutions to protect your earnings and assets from long-term care costs Clarity in the…

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