2015 Educational Series and Calendar of Events
Thursday, September 24, 2015 – 3:00pm ∙ Protecting your Home and Assets from Nursing Home Expenses
You may have heard a radio or seen a television ad recently regarding protecting your assets from nursing home expenses. As the boomer generation ages, this is becoming a very hot topic. At this workshop, we discuss specific ways to protect your home and other assets from nursing home expenses. We will discuss how revocable living trusts do not protect assets, and how an irrevocable trust (“lockbox”) can provide asset protection during life and may protect the value of your home and other assets.
Thursday, October 22, 2015 – 3:00pm ∙ I Like My Kids, but I Love My Grandkids – Planning With Inherited IRA Trusts
Thinking about how to provide for your grandchildren in your estate plan while still making sure your children have enough money for their retirement? The inherited IRA laws now make it easier and more attractive to provide substantial wealth to your children and grandchildren through proper IRA planning. Attend this session to learn about the Inherited IRA Strategy, where we will discuss how to keep IRAs growing tax deferred for decades after the death of the IRA owner and help your family address the Social Security crisis.
Thursday, November 19, 2015 – 3:00pm ∙ Legal Update: Estate and Gift Tax and Medicaid Planning Outlook for 2016
Join us for our annual end-of-year review where we will discuss 2015 in review in terms of the estate, gift tax and Medicaid laws, and learn what may be on the horizon for 2016.
About Our Client Workshops
These educational workshops are free of charge & included as part of your membership in the Family Lifetime Planning Process. As laws change and as we come across topics we think may be relevant to our clients and their families, we may add additional topics and sessions throughout the year. We may also change or cancel workshops due to low attendance, with ample notice provided to any expected attendees.
Your loved ones, helpers, friends and trusted advisors are welcome and encouraged to attend any of these sessions. If you are unable to attend and would like the printed materials to be mailed or emailed to you after the event, please contact our office and we will be glad to accommodate your request.
How to Sign Up
There are three ways reserve your seat:
- Use the 'Register to attend' link above
- Call the office at (781) 246-8200, or
- Email us at email@example.com
Sessions that are held in our office are limited to 20 participants, so be sure to reserve your seat early! If you are not able to attend in person and would like to join by conference call, please contact our office so that we may make arrangements for you to do so.
We look forward to seeing you!