Need to Check Estate Planning
Off Your To-Do List?
Here's How...


Register Now!

Just some of what you will learn:

  • Why a Will is important

  • How healthcare directives make emergency care easier on your loved ones

  • Strategies to protect assets from long-term care costs

  • What are the responsibilities of a POA

  • What are non-probate assets
  • How revocable living trusts work
  • Medicaid's eligibility rules
  • Ways to avoid a lengthy probate process

  • What happens if someone dies without a Will

Seminars run from 9:00-10:00 am and include complimentary breakfast served at 8:30 am.

The Residence at Brookside
117 Simsbury Road
Avon, CT 06001

**Please note: This venue requires masking upon entry into the building.**

Have questions?

Call Julie at: (860) 924-7798
Email us:

RSVP by: November 28, 2022

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

FREE Estate Planning Seminars

Join us for complimentary breakfast.... and learn the steps you can take to:

  • Preserve what you've worked for  
  • Protect your loved ones
  • 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.

    Understanding Estate Plans:
    Creating a new plan and updating existing plans

    December 1st, 9:00-10:00 am        A
    ttorney Brendan Daly

    The past couple of years have taught us that life circumstances can change in an instant. If they do, are you prepared? Consider some difficult questions...

    Do you want to be on life support? Who will pay your bills if you can't? And if you pass away, how will your estate be divided amongst your heirs?

    Attend this program with Brendan Daly, a Certified Elder Law Attorney, to learn why a Will is important, what a power of attorney (POA) does, who might you name as your agent, what is a trust, and should you consider having one.


    Don't Lose Your House:
    Protecting your assets from the costs of long-term care

    December 8th, 9:00-10:00 am A
    ttorney Lara Bomzer

    Connecticut's long-term care costs are the 2nd highest in the nation. You've likely heard horror stories of people losing their homes to pay for care. Attend this session with Attorney Lara Bomzer to learn how you can protect assets with a carefully-orchestrated plan.

    You'll walk away understanding how you can properly protect your life savings. You'll also learn about Medicaid and how it can help you pay for long-term care costs, Medicaid's confusing rules, what it takes to apply, who can help you complete an application, and much more will be discussed. We'll also cover strategies to protect your money if an unforeseen crisis arises.


    Probate: It's not a dirty word 

    December 15th, 9:00-10:00 am Attorney Jeffrey Rivard

    The word probate has become a dirty word in estate planning. We’re here to tell you it’s not. Your experience with probate court largely depends on your own circumstances.

    For example, a small estate is simple. But a large estate or a dysfunctional family can make the probate process long and expensive.

    The best thing you can do to prepare is to educate yourself. Attend this session with Attorney Jeffrey Rivard to learn the ins and outs of probate in Connecticut including who takes charge of a Will after someone dies, what happens if someone dies without a Will, and how to avoid a lengthy probate process.