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Events for February 26, 2020

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10:00 am

FREE “MEDICAID PLANNING” SEMINAR

February 26 @ 10:00 am - 11:30 am
COURTYARD BY MARRIOTT, 2000 NW Executive Center Cir
Boca Raton, FL 33431 United States
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Free

BE SURE YOU AND YOUR FAMILY ARE PROPERLY PROTECTED FROM FINANCIAL RUIN Lear how Planning ahead can protect from: Running out of money before running out of life forced spend down of your assets Nursing home seizure of your assets Medicaid claw back of assets after your death

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2:00 pm

FREE “LIVING TRUST” SEMINAR

February 26 @ 2:00 pm - 3:30 pm
COURTYARD BY MARRIOTT, 2000 NW Executive Center Cir
Boca Raton, FL 33431 United States
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Free

BE SURE YOU AND YOUR FAMILY ARE PROPERLY PROTECTED, EVEN IF YOU ALREADY HAVE A TRUST! Learn how a properly designed and maintained Living Trust estate plan can protect from: Forcing your family through court if you (or your parents) are disabled Forcing your family through court if you (or your parents) die Falling prey to the uncertainty of the new “temporary” estate tax law Losing an inheritance to predators who want to take it away (divorcing spouses, lawsuits, creditors, government agencies and the IRS) Allowing HIPAA to sabotage the estate plan Failing to assure that beneficiaries take advantage of maximum income tax “stretch out” of IRAs and company retirement...

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