Estate Planning Workshop
August 15, 2019 | 3:00 pm-6:00 pm
SECURE YOUR LEGACY: ESTATE PLANNING WORKSHOP FOR TODAY’S AMERICAN FAMILY
Imagine building a new home without a set of blueprints–sounds absurd, doesn’t it? Creating an estate plan without establishing planning goals is no different.
In this workshop you will learn:
- 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 decide if you need a will or a trust (or both).
- The difference between a revocable and irrevocable trust.
- 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.
Get the critical information you need to work with an attorney to create an estate plan that protects you and your loved ones.
To reserve your seat, email Donna at dwood@mid-hudsonlaw.com or call 845.291.0011 x242.
Be sure to include the WORKSHOP DATE you wish to attend in the subject line.