Protect Your Money
(and Avoid Common Estate Planning Mistakes!)
Just some of what you will learn:
- Steps that will help you protect your money from long-term care costs
- Ways to qualify for Medicaid and keep your assets
- How to title your assets properly in your Will
- How to avoid estate planning mistakes
- Tools to minimimize or reduce estate and gift taxes
- How inheritance taxes effect your estate plan
- Learn how to use Medicaid for nursing home expenses
- How to accommodate change-repeal of tranfer taxes
- Strategies for when and if you should transfer your home to your children
- How to know if you need a long-term care insurance policy
Both seminars are from 6:30-8:00 pm and include complimentary coffee and dessert
Metro Bis Restaurant
(in The Simsbury 1820 House)
731 Hopmeadow Street
Simsbury
All of us CzepigaDalyPope look forward to seeing you!
Have questions?
Call us at 860-236-7673
Email us: carol@ctseniorlaw.com
FREE Estate Planning Seminars
Join us for coffee and dessert...and learn the steps you can take to:
challenges that come with change.
Attend one or both of these seminars and you'll take home ideas you can put in
place right away.
Worried about Estate & Gift Taxes? Learn ways to reduce or eliminate them
April 30 - Attorney Paul T. Czepiga
Should you be concerned that estate taxes may eat into your estate? We'll help you understand if you're at risk, and explain which estate planning tools and strategies can eliminate or minimize your overall tax exposure. Learn about how inheritance taxes work, how Connecticut tax rules are stricter than federal rules, and the ins and outs of making gifts.
Paying for Long-term Care: Ways to keep from going broke
May 7 - Attorney Brendan F. Daly
Connecticut has the 2nd highest cost of long-term care in the nation. So unless you're planning to leave the state, you need to protect yourself and your retirement assets from long-term care costs. Should you give your home to your children? How can you get the State to pay for nursing home and home care? How can you qualify for Medicaid benefits while keeping your assets? If you know the rules and plan ahead, you can still protect your hard-earned assets.