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Hampton Inn - Fairhaven, MA

  • Hampton Inn One Hampton Way Fairhaven, MA 02719 (map)

Estate & Retirement Planning 101

At the workshop, we will discuss several issues including:

Social Security
Retirement Benefits
401 (k)
403 (b)
Delayed Retirement Credits
Living Trusts
Asset Protection
Medicaid Planning
Long-Term Health Care Planning
Medicaid Protection Trusts (IIOT)
Special Needs Trusts
Trust Administration & Probate
Powers of Attorney
Health Care Proxies
HIPAA Authorizations
Even…Pet Trusts!

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