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

  • Different types of trusts and in what cases their use is appropriate
  • How to avoid probate court

  • How to use Medicaid for nursing home expenses
  • Reasons to appoint a conservator

  • Strategies for  when and if you should transfer your home to your children

Seminars run from 6:00-7:30 pm and include complimentary dinner provided by Hoffman SummerWood.

Hoffman SummerWood
160 Simsbury Road
West Hartford, CT 06117

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 a free dinner... 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.

    What the Heck is a Trust? Do you need one?
    August 15, 6:00-7:30 pm Attorney Brendan Daly

    What exactly is a trust? And what can a trust do for you? In this session we'll demystify trusts and explain how and if a trust could be suitable for you and why.  You'll walk away knowing how to use trusts to do things like minimize or avoid taxes, protect assets from potential ex-spouses and creditors, keep public benefits for loved ones, provide for a beneficiary who is disabled or has special needs, and how to avoid  probate court.  Whether you are new to trusts or not, you'll walk away understanding how to use these powerful planning tools to your advantage.
    Creating a Strong Estate Plan: Protect your family and your finances
    August 22, 6:00-7:30 pm Attorney Brendan Daly

    Everyone, both young and old, needs an estate plan.  It protects you and your assets not just after you die, but during your life as well. Will you be prepared when life takes a turn? Who will pay your bills if you can’t? How will your estate be divided amongst your heirs? In this session you’ll learn about Wills and trusts and the difference between the two. You’ll also learn about powers of attorney (POA) and healthcare directives - documents that you can create to make sure your wishes are met.

    Planning for Long-Term Care: Understanding Medicaid and how to protect your assets
    August 29, 6:00-7:30 pm Attorney Lara Schneider-Bomzer

    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.