Description

The education workshop is a 2-hour educational presentation that will teach about estate planning, avoiding probate, asset protection and the new health care law and how it affects seniors. You will learn how you can eliminate or minimize these taxes and avoid probate, as well as how to protect your home and other assets from rising medical and nursing home costs, lawsuits and other predators. 

During our workshop we will also focus on a review of the top mistakes of Medicaid planning and how to plan to prevent and remedy them.The lesson to be learned here is that the Jones could have achieved much better results if they had simply come to us before they sold their home and bought annuities.  No one thought to ask what would happen if Mr. or Mrs. Jones needed care sooner than later.The lesson to be learned here is that the Jones could have achieved much better results if they had simply come to us before they sold their home and bought annuities.  No one thought to ask what would happen if Mr. or Mrs. Jones needed care sooner than later.

• Thursday, March  1
• Thursday, March 15
• Thursday, March 29

Location of Workshops:
Estate Planning Conference Center                  
Wellesley, MA 02482