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