Secure Your Legacy
Estate Planning Workshop for Today’s American Family

Posted on: May 15th, 2017
October 19, 2017 @ 3:00 pm – 6:00 pm
BSRB Education Center
10 Matthews St
Goshen, NY 10924
845-291-0011 x242

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


BONUS: Signed copies of Richard Shapiro’s new book, Secure Your Legacy, will be raffled off at each workshop.

©Copyright 2018, Blustein, Shapiro, Rich & Barone, LLP.