June 1st, 6:00-7:00 pm Attorney Lara Bomzer

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? 

An estate plan gets all your answers to these questions legally documented.

Attend this program and learn from Attorney Lara Bomzer 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.

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 Brendan Daly 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.

What exactly is a trust? And what can a trust do for you? You’ve heard about the different types – Revocable, Irrevocable, Special Needs, Discretionary, Testamentary, and Tax trusts.

Attend this program with Attorney Jeff Rivard, where he'll demystify trusts and explain how 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 avoid probate court.

Whether you are new to trusts or even understand them well, you’ll walk away understanding how to use these powerful planning tools to your advantage.