Join us for a Free Protect Your Estate Refresher Workshop on Estate Planning and more. We will present both time-tested and new ideas for protecting both your family and your money. Some topics that we will discuss include:
• The advantages and disadvantages of using Wills vs. Living Trusts!
• How you can avoid Probate and why that’s important!
• What should you do to protect your house and assets against the cost of Long Term Care?
• How can you have Medicaid pay the nursing home expenses for you or a loved one instead of paying $12,000 per month out of pocket?
• How can you leave money to your child and protect it from claims of ex-spouses, lawsuits and other claims?
• What can you do to protect your child or grandchild who is Disabled or has Special Needs?
• Top 10 Tips for Retirement, Social Security, 401(k) & IRA’s
• Tax Tips
We encourage you to bring any guests you feel may benefit from this information. Reservations are requested because seating is limited. Refreshments will be served. To reserve your seat, fill out form below or call us at 508-998-8858 or Toll- Free 1-866-998-8858.
Immediately following the workshop, please join us for an Ice Cream Sundae Social at our ice cream station where you will build and enjoy your own treat! (Or make it and take it home with you!) We look forward to you joining us for this educational & fun event!