Estate Planning | Making a Difference One Family at a Time

Estate Planning Seminar

Type: seminarCategory: Estate Planning Date: April 14 Time: 10:00 AM - 12:00 PM Venue: The Mill On The River, 989 Ellington Road, South Windsor, CT, 06074
Google Map
  • + Calendar
    • Google Calendar
    • Outlook Calendar
    • Download ICS File
      • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//WPMINDS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:The Mill On The River DESCRIPTION: Please join us for this informative Estate Planning Seminar. A Continental Breakfast will be served. 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. ADDRESS:989 Ellington Road DTSTART:20260414T090000 DTEND:20260414T110000 URL;VALUE=URI:https://preserveyourestate.net/seminar/estate-planning-seminar-709/ SUMMARY:Estate Planning Seminar LOCATION:The Mill On The River, 989 Ellington Road, South Windsor, CT, 06074 PHONE: DTSTAMP:20260817T134104 UID:6a830f70bf2ce END:VEVENT END:VCALENDAR
      Estate Planning Seminar.ics

Please join us for this informative Estate Planning Seminar. A Continental Breakfast will be served.

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.

This event is over and registration has been closed.