Estate Planning Essentials


*These events are exclusively for AdviceOne clients

AdviceOne invites you to join us for our Estate Planning Essentials Discussion with a newly added topic on Aging Parents.

Presented by Michael P. Grossman, CFP®

Topics 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
  • 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

 

Live Discussion

6:30-9:00pm - Glastonbury, CT


Monday, June 19, 2017

 

 

 

 

     

Webinar

3:00-5:00pm - via webinar


Monday, June 19, 2017

 

 

 

 

   

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