The Following Estate Planning Topics will be of Discussion:
• What is a Trust? How is a Trust different from a Last Will & Testament?
• The Difference Between Revocable & Irrevocable Trusts
• Clients can actually have BOTH: A Revocable Trust AND An Irrevocable Trust (which can Each own Different Assets of Theirs)
• What is Probate? And How to Avoid It
• Protecting your Assets with an Irrevocable Trust to Qualify for Medicaid
• Estate Planning for Incapacity and to Avoid Long-Term Care Expenses
• The Efficient Way to Distribute your Estate
• Eliminating or Lessening any Tax Burden to Maximize your Family’s Inheritance
• Various Options Available to Best Protect Your Estate


A Brief Q & A Session will follow this Presentation so that you have the opportunity to ask the questions most important to you!


We Look Forward to Seeing You!
If You are Married, Be Sure to Participate with your Spouse.
And Feel Free to Invite a Friend! (from )

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  July 18, 2024 from 10:00 to 11:30 am

  July 18, 2024 10:00 to July 18, 2024 11:30
• Huntington Hilton, 598 Broad Hollow Road, Melville, NY, 11747, United States
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