Estate Planning Seminar - N.A. - (Rutland, VT)
The presentation establishes the necessary components of an effective estate plan. It is delivered as a case study profiling the lives of Bill and Mary Jones. Several scenarios are used to relay the impact of estate planning issues relating to probate, disability due to incompetence, protection of government benefits for special needs loved ones, 2nd marriages, unmarried couples, minimization of federal estate tax, and preserving the family legacy. Wills, living trusts, powers of attorney and health care directives are all represented in the presentation, as well as longterm care and Medicaid planning. We will also talk about preserving the non-financial assets: Your stories, wisdom and values for future generations to cherish and learn from for years to come.
ADVERTISEMENT
From Eventful - 1 month ago