Legacy Wealth Planning Workshop

Thursday, Sep 19, 2019 from 2:00pm to 4:00pm


At the workshop, we will discuss several issues including:

  • The advantages and disadvantages of Wills, Living Trusts and Probate
  • Maintaining your privacy and protecting your estate against a living probate if you become disabled (Hint: Not all Power of Attorneys are valid!)
  • How to plan before you need Long Term Care
  • Why putting property in children’s names may be a mistake
  • Protecting your children’s inheritance from their future ex-spouses, lawsuits, and other claims
  • Preserving your estate for your kids if your surviving spouse gets remarried
  • How you can qualify and use Medicaid to pay for nursing home expenses which are over $14,750 per month locally
  • Providing for special needs (disabled) children and grandchildren

This workshop is free, but registration is required.

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