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 Neil Goldberg, ChFC®

Estate Planning Essentials 6:30-7:30pm
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?

Aging Parents 7:30-8:00pm
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

Check back soon for more dates!

*This event is exclusively for AdviceOne clients