Estate Planning Essentials and Aging Parents Presented by Neil Goldberg, ChFC® and Anita Roberts

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This event is exclusively for AdviceOne clients

AdviceOne invites you to join us for our Estate Planning Essentials and Aging Parents Discussion. 

Topics for Estate Planning Essentials 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

Topics for Aging Parents Include:

  • 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

Register Here There are no upcoming dates at this time. Please check back at a later time.