Estate Planning
Having "The Conversation"There used to be a list of forbidden discussion topics, including sex, adoption, religion and politics.Today we openly discuss these with family and strangers with few qualms. In many families, money remains on the list of forbidden topics. This inability to discuss how we view money, our money history and how it influences our decisions, can lead to high stress in our relationships.
Losing Your Inheritance to Uncle Sam, or OthersSuccessful estate planning takes not one generation, but two.The first generation needs to make a clear, sensible plan and the second needs to be involved in that plan. The best estate strategies are made with the advice of a financial planner and an estate planning attorney. Without proper planning, estates can be eaten away by poor planning in ways ranging from the simple to the complex.
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Tuesday February 7 10:30 to 11:30 & Tuesday February 21 5:30 to 6:30 - Avoid Nursing Home Poverty
Deborah Roser, Esquire will discuss how to plan for nursing home care. You'll learn about options, including irrevocable trusts, qualifying for Medicaid and protecting your assets and income for yourself, your spouse and your heirs. It's never too late to plan, even if someone is already in a nursing home. Don't find yourself later saying, "I wish I knew this years ago."
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