18
March
Estate Planning Essentials Workshop
Description
Join us to learn and ask all the questions you may have about general estate planning. Topics include:
- How trusts work
- Avoiding Probate
- Revocable vs. Irrevocable
- Avoiding Federal and State Estate Tax
- Wealth Replacement Trusts
- Necessary Documents
- QTIP Trust and Provisions for Blended Families
- Eldercare
- Charitable Giving
- Charitable Remainder Trusts
- Education Funding for Grandchildren
- Life and Finances after Spouses's Death
- Proper Estate Planning Documents
- Importance of Elder Care Attorney
- Running a Family Meeting with Parents and Adult Children
- Reverse Mortgage Basics
- Implications With How Assets are Passed
- Income in Respect to the Decedent
Date and Time
Wed, Mar 18, 2020
6:30p - 8:30p EST
Location
Empower Financial Advisory
655 Winding Brook Drive
Glastonbury,
CT
06033