Brochure

Events

Sep
13
Thu
Estate Planning Workshop @ BSRB Education Center
Sep 13 @ 3:00 PM – 6:00 PM

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 register, call Sara Sara Bennaci  at 845-291-0011 or email sbennaci@mid-hudsonlaw.com.

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

People are talking about Secure Your Legacy:

“Unbelievable, just wonderful. I can’t say enough great things about this seminar!” and “Just great, not boring at all!” – Sue

“Well organized – clear and understanding for average individual. Nice having multiple presenters!” – Tom

Sep
14
Fri
The Business of Dentistry @ West Hills Country Club
Sep 14 @ 7:30 AM – 10:00 AM

This event is tailored exclusively for dental practices.

Topics & Presenters

  • Managing & Growing Your Practice – How to get the most out of your business.
  • Tax Planning – How will tax law changes impact you.
  • Retirement Planning – Maximize benefits for you and your employees.
  • Estate Planning – Protect and preserve your legacy.

Austin DuBois
Estate Planning Attorney
Blustein, Shapiro, Rich & Barone, LLP

Paul Barbarino – Director, CPFA, CRPC®
Business Retirement Plan Specialist
Merrill Lynch

John Rosenberger
Certified Public Accountant
GKG CPA’s

Breakfast & Registration start at 7:30 a.m. Presentation begins at 8:30 a.m.

Hosted by:
Scott Kendrick, CRPC®
Senior Resident Director – WMA

Sep
18
Tue
Client Update Meeting @ BSRB Education Center
Sep 18 @ 4:00 PM – 5:30 PM

Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas.

Please RSVP to receptionist@mid-hudsonlaw.com or call Linda at 845.291.0011.

Oct
16
Tue
Estate Planning Workshop @ BSRB Education Center
Oct 16 @ 3:00 PM – 6:00 PM

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 register, call Sara Sara Bennaci  at 845-291-0011 or email sbennaci@mid-hudsonlaw.com.

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

People are talking about Secure Your Legacy:

“Unbelievable, just wonderful. I can’t say enough great things about this seminar!” and “Just great, not boring at all!” – Sue

“Well organized – clear and understanding for average individual. Nice having multiple presenters!” – Tom

Oct
18
Thu
Client Update Meeting @ BSRB Education Center
Oct 18 @ 4:30 PM – 6:00 PM

Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas.

Please RSVP to sbennaci@mid-hudsonlaw.com or call Sara Bennaci at 845.291.0011.

Nov
13
Tue
Client Update Meeting @ BSRB Education Center
Nov 13 @ 10:00 AM – 11:30 AM

Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas.

Please RSVP to sbennaci@mid-hudsonlaw.com  call Sara Bennaci at 845.291.0011.

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