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 12:00 pm - 2:00 pm and include complimentary lunch provided by Atria Hamilton Heights!

Atria Hamilton Heights
Chapel - 2nd floor
1 Hamilton Heights Drive
West Hartford, CT 06119 

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 lunch... 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.

    Creating a Strong Estate Plan: Protect your family and your finances
    January 14, 12:00 pm - 2:00 pm             Attorney Ruth Fortune

    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.

    What the Heck is a Trust? Do you need one?
    January 21,12:00 pm - 2:00 pm              Attorney Colleen Masse

    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.
    Planning for Long-Term Care: Understanding Medicaid and how to protect your assets
    January 28, 12:00 pm - 2:00 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.