Protect Your Money
(and Avoid Common Estate Planning Mistakes!)


Register Now! 

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
  • Reasons to appoint a conservator

  • 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


Seminars run from 5:30-7:00 pm and includes complimentary coffee and dessert.


Candlewood Valley Country Club
410 Danbury Road
New Milford, CT 06776

All of us Czepiga Daly Pope & Perri look forward to seeing you!

Have questions?

Call us at 860-236-7673

Email us:


FREE Estate Planning Seminars

Join us for coffee and dessert...and learn the steps you can take to:

  • Preserve what you've worked for  
  • Protect your loved ones, and  
  • Reduce the stress that accompanies the financial and healthcare
    that come with change.

  • Attend and you'll take home ideas you can put in 
    place right away.

    Worried about Estate and Gift Taxes? Learn ways to reduce or eliminate them

    April 4, 5:30-7pm Attorney Paul T. Czepiga

    nullShould 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 and 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. You’ll also learn what the new changes in tax law mean to you.


    Estate Planning: Don't make these mistatkes!
    April 12, 5:30-7pm Attorney Lynda Lee Arnold

    In this program, you’ll learn about Wills, trusts, powers of attorney, and healthcare representatives. You may think that drafting an estate plan is straightforward, but in reality, if you do it wrong, you are jeopardizing everything you have worked for. What is the difference between a Will and a trust? Why won’t a Will be sufficient by itself? Do you need a power of attorney and what should it say? What about healthcare directives? Should I add my children’s names to my bank accounts? We will share real-life stories showing you the dangers of common estate planning mistakes such as using incorrect phrases in your documents or omitting important ones. We’ll also spend some time talking about the probate process.
    Planning for Long-Term Car: Understanding Medicaid and how to protect your assets
    April 19, 5:30-7pm Attorney Lynda Lee Arnold

    Connecticut has the second highest cost of long-term care in the nation. So, unless you are planning to leave the state, you need to protect yourself and your retirement assets from long-term care costs. You’ll learn about some new ways to do this. You’ll also get answers to questions like: Should you give your home to your children? How can you get assistance paying for a nursing home and home care? What is the 5-year look back? Is long-term care insurance a good idea? If you know the rules and plan ahead you can still protect your hard-earned assets.