2016 Educational Series and Calendar of Events
Thursday, March 31, 2016 – 3:00pm ∙ Revocable vs. Irrevocable Trusts: What Are the Differences?
Do you know the crucial differences between revocable and irrevocable trusts? Lately, there has been a large volume of information in print, radio, television, and social media regarding estate planning and trusts, and the difference between revocable and irrevocable trusts has become muddled. This workshop is designed to educate you on the distinction between the two and the planning opportunities that result. We will also discuss what asset protection planning you may want to consider and how irrevocable trusts (“lockbox”) can provide asset protection during life and may protect the value of your home and other assets from nursing home expenses.
Thursday, April 14, 2016 – 3:00pm ∙ Movie Screening of Nine to Ninety
Join us for popcorn and discussion after the screening of the short documentary, Nine to Ninety. The film follows transitions of a multi-generational Italian American family. The grandparents, Phyllis and Joe Sabatini, live with their daughter, son-in-law, and granddaughter. As the Sabatini’s health changes and expenses increase, they make a unique decision that will spark conversation about family and aging with dignity. Dianne Savastano, owner of Healthassist, will be facilitating the discussion. Learn more about the film or watch the trailer by visiting http://www.ninetoninetymovie.com/.
Thursday, May 19, 2016 – 3:00pm ∙ Protecting Your Home and Assets from Nursing Home Expenses
You may have seen advertisements 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, June 9, 2016 – 3:00pm ∙ Expert Answers to Your Social Security Questions
One of our most popular sessions! Join us as we welcome back our guest speaker, Kurt Czarnowski (formerly of the Social Security Administration). Kurt will provide a comprehensive overview of the complex topics of Social Security and Medicare and will also be available to answer any of your specific questions. Visit Kurt’s website at: www.czarnowskiconsulting.com.
Tuesday, July 12, 2016 – Annual Summer Social at the Lowell Spinners Baseball Game!
Save the date – details to come!
Thursday, September 15, 2016 – 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, October 13, 2016 – 3:00pm ∙ Estate Planning with Digital Assets
In today’s digital age, more of our personal information is stored online. We use online banking, access our investment or retirement accounts, monitor social media, buy movies or music and store other valuable information. Oftentimes, the information within your online accounts is critical to obtain in the event of your incapacity or to effectively administer your estate. Most accounts will require a username and password, which upon death or disability, your loved one will not be allowed access. This seminar is designed to introduce you to some legal issues and new practices within this evolving area of law.
Thursday, November 10, 2016 – 3:00pm ∙ Veteran’s Benefits and Planning
If you or your spouse is a veteran, you may be eligible for benefits, including payment for long-term care. We have invited local attorney Jerry Turner, an expert on veteran’s benefits and a friend and colleague of Vinnie’s, to lead this workshop. If you, your spouse, or a loved one is a veteran, this workshop is a must!
Thursday, December 15, 2016 – 3:00pm ∙ Legal Update: Estate and Gift Tax and Medicaid Planning Outlook for 2017
Join us for our annual end-of-year review where we will discuss 2016 in review in terms of the estate, gift tax and Medicaid laws, and learn what may be on the horizon for 2017.
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 Now' 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!