Estate Planning Essentials
During this workshop, we will discuss:
- The common planning mistakes families make, and how to avoid them
- Why “traditional” Estate Planning often falls short, and what works instead
- How to avoid spending all your money to pay for care
- Medicaid rules and how gifting money or property can jeopardize Medicaid eligibility if done incorrectly
- The impact that life challenges such as divorce or a Dementia diagnosis can have on your planning
Join us to learn more about these important topics. Seating is limited, register now.
Register Now
You deserve peace of mind and a plan that works
Whether you’re planning your own estate, settling a loved one’s estate, preparing for long-term care, providing for a family member with special needs, or protecting a family business, you don’t have to face it alone—we’re here to guide you every step of the way.