Join us at this COMPLIMENTARY workshop for a discussion about:

• Whether you need a will or trust? Discover the advantages and disadvantages of both.
• How the new SECURE Act has impacted inherited • IRAs and the best strategies to minimize taxes to your heirs.
• How to keep your affairs private and your loved ones out of court if you become disabled and can’t speak for yourself. (Hint: Not all Powers of Attorney are valid!)
• All about the probate process and what steps can you take now to help your family avoid this expensive and time-consuming legal process when you’re gone.
• If you will owe estate taxes. Learn how to help your heirs minimize or even avoid “death” taxes after your passing.
• How to create a long-term care plan before it’s needed so that you are able to stay as independent as possible and in complete control of your decisions as you age.
• Why owning assets jointly or putting property in a child’s name is likely a huge mistake—and what to do instead to accomplish your goals in a secure way.
• Easy strategies to protect your children’s inheritance from being seized if they get divorced, sued or file bankruptcy in the future.
• How to preserve your estate for your children should you pass away and your surviving spouse gets remarried (without a plan, your family’s inheritance could legally go to the new husband or wife!).
• How to qualify and use Medicaid to pay for nursing home expenses which can average $14,000 monthly.
• How parents (and grandparents!) of children with special needs can plan for a lifetime of care without jeopardizing eligibility for important benefits like Medicaid or Supplemental Security Income (SSI).


Attendees are entitled to a complimentary consultation with one of our estate planning attorneys. (from )

bit.ly/3UJkpLd

• This event has passed.
  June 8, 2024 from 2:00 to 4:00 pm

  June 8, 2024 02:00 to June 8, 2024 04:00
• Hyatt Regency, 1800 East Putnam Avenue, Greenwich, CT, 06870, United States
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