Estate Planning Essentials and Aging Parents


*These events are exclusively for AdviceOne clients

AdviceOne invites you to join us for our Estate Planning Essentials and Aging Parents Discussion. Please see times below to help you plan if you are only intersted in one part of the discussion.

Presented by Michael P. Grossman, CFP®

Topics Include:

  • How trusts work
  • Avoiding probate
  • Revocable vs. irrevocable
  • Avoiding estate tax
  • Wealth replacement trusts
  • Necessary documents
  • QTIP trusts for blended families
  • Eldercare
  • Charitable gifting
  • Charitable remainder trusts
  • Education funding for grandchildren
  • Life and finances after a spouse’s death
  • Need for proper estate planning documents
  • Importance of an elder law attorney
  • Having a family meeting with parents and adult children
  • Reverse mortgage basics
  • Implications with how assets are passed

 

Live Discussion

6:30-9pm - Glastonbury, CT

Check back soon for upcoming dates!

 

 

 

     

 Webinar

3-5pm EDT- via webinar

Check back soon for upcoming dates!