Estate Planning Essentials and Aging Parents

*This event is 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 interested in one part of the discussion.

Presented by Michael P. Grossman, CFP®

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



6-8:30pm ET

Tuesday, June 16, 2020


Please fill out the form below to register. We look forward to seeing you!