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2 Results

  • Four Successful Strategies to Protect the House Farm, Cabin (Virtual)

    The Concern: Our family has a cabin, homestead, hunting land, farm or second home. How do we protect this family legacy and move its use and enjoyment in the future? The Problem: Various sources and forces threaten its very existence: The nursing home and Medicaid (MA), estate taxes, family divorces, creditor and bankruptcy issues, taxes and operating expenses, unequal resources of owners, the in-laws, and use and enjoyment equality. The Answer: We will provide real-life solutions and explore four paths to resolution that will solve our problems without driving the family apart or sacrificing the family’s legacy asset. A Zoom link will be sent to the email used for registration. If registering as a couple, only select one person during the registration process. The name of your partner will be asked as a question during checkout.
    Mon, Aug 12
    6:30 - 8:00 PM
    Online Course
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  • How to Retire: An Attorney's Perspective

    You work your whole career with the goal of someday retiring. This seminar covers the crucial years leading up to your retirement date, the active years of your retirement, and the winding down of your retirement years. Subjects will include: Estate planning while working, during retirement and at the end of life When to take your Social Security Key financial products and service available in the market (Medicaid compliant annuities, Long Term Care Insurance, Life Insurance Long Term Care Riders) What to look for in a professional (Financial Advisor, CFP, RIA, Fiduciary) The final plans before the end, what can be too little too late. Please bring your questions, this class is an interactive forum. If registering as a couple, only add one person to your cart. The name of your partner will be asked as a question during the checkout process.
    Mon, May 13
    6:30 - 8:00 PM
    Online Course
    View more info