Estate Planning Seminar

During this estate planning event, we will discuss:

• The advantages and disadvantages of both Wills and Trusts.
• 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!)
• Steps you can take now to help your family avoid the expensive and time-consuming legal processes of probate. (Question: Did you know a Will has to go through probate?)
• How to help your heirs minimize or possibly avoid the estate tax after your passing.
• Legal 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 remarries. (Without a plan, your family’s inheritance could legally go to the new spouse.)
• How parents (and grandparents!) of children with special needs can plan for a lifetime of care without jeopardizing eligibility of important government benefits like Medicaid or Supplemental Security Income (SSI).