Estate Plans That Work
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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.