Estate Planning Essentials and Aging Parents Presented by Michael Grossman, CFP® and Anita Roberts
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
Topics for Aging Parents Include:
- 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
Upcoming Dates:
There are no upcoming dates at this time. Please check back at a later time.
To register, please click the following link.
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Estate Planning Essentials and Aging Parents Discussion along with our other upcoming Client Enrichment events.