Brochure

Events

Apr
20
Thu
Estate Plans That Work @ BSRB Education Center
Apr 20 @ 3:00 pm – 6:00 pm

We’ll review with you:

  • Why most estate plans don’t work.
  • How to plan for your care in the event of your mental disability.
  • Why owning property in joint tenancy may wreck your estate plan.
  • How to protect your assets from the costs of long-term care.
  • How to protect your loved one’s inheritance from their creditors.
  • How to protect your children’s inheritance in the event your spouse remarries.
  • The difference between counseling and word processing.
  • How to minimize or even eliminate estate taxes.
  • How to properly fund and maintain an estate plan.
  • The truth about estate tax “repeal”.

To register, call Donna at 845-291-0011 x.242.

May
17
Wed
Estate Plans That Work @ BSRB Education Center
May 17 @ 3:00 pm – 6:00 pm

We’ll review with you:

  • Why most estate plans don’t work.
  • How to plan for your care in the event of your mental disability.
  • Why owning property in joint tenancy may wreck your estate plan.
  • How to protect your assets from the costs of long-term care.
  • How to protect your loved one’s inheritance from their creditors.
  • How to protect your children’s inheritance in the event your spouse remarries.
  • The difference between counseling and word processing.
  • How to minimize or even eliminate estate taxes.
  • How to properly fund and maintain an estate plan.
  • The truth about estate tax “repeal”.

To register, call Donna at 845-291-0011 x.242.

Jun
20
Tue
Estate Plans That Work @ BSRB Education Center
Jun 20 @ 3:00 pm – 6:00 pm

We’ll review with you:

  • Why most estate plans don’t work.
  • How to plan for your care in the event of your mental disability.
  • Why owning property in joint tenancy may wreck your estate plan.
  • How to protect your assets from the costs of long-term care.
  • How to protect your loved one’s inheritance from their creditors.
  • How to protect your children’s inheritance in the event your spouse remarries.
  • The difference between counseling and word processing.
  • How to minimize or even eliminate estate taxes.
  • How to properly fund and maintain an estate plan.
  • The truth about estate tax “repeal”.

To register, call Donna at 845-291-0011 x.242.

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