Protect Your Money
(and Avoid Common Estate Planning Mistakes!)
Register Now!
Just some of what you will learn:
Seminars run from 5:30-7:00 pm and include complimentary dinner provided by The Village at South Farms.
The Village at South Farms
645 Saybrook Road
Middletown, CT 06457
All of us Czepiga Daly Pope & Perri look forward to seeing you!
Have questions?
Call us at 860-236-7673
Email us: kevin@ctseniorlaw.com
FREE Estate Planning Seminars
Join us for a free dinner... and learn the steps you can take to:
Attend and you'll take home ideas you can put in place right away.
Estate Planning: Don't make these mistatkes! | |
August 16, 5:30-7pm Attorney Jeffrey Rivard | |
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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. |
Worried about Estate and Gift Taxes? Learn ways to reduce or eliminate them | |
August 23, 5:30-7pm 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 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.
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Planning for Long-Term Car: Understanding Medicaid and how to protect your assets | |
August 30, 5:30-7pm Attorney Jeffrey Rivard | |
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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. |