Broker Check
18 March
Estate Planning Essentials Workshop


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
Press Here to Register for the Workshop

Date and Time

Wed, Mar 18, 2020

6:30p - 8:30p EST


Empower Financial Advisory

655 Winding Brook Drive
Glastonbury, CT 06033
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