90 Minutes with An Estate Planning Attorney

  3065F
  2019 Fall Guide
  11/18/2019
  Mon
  6:30 PM - 8:00 PM
  Forestview Middle School
  1717 - Angela Schultz
  Steve Ledin
  $10.00

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We all have goals. Sometimes our goal is to gift assets to others, while we are alive? After I have passed? What about Estate Tax & Gift Tax Planning? Should I gift my money away in a Will or a Trust? Would I qualify for Medicaid? What is the 60-month clawback? What if my spouse goes into the nursing home and exhausts our money? What about my current Trust; does it avoid the nursing home? Most people believe that their trust shields the assets from the nursing home and creditors. Many people may be wrong!

We will walk through these questions and many more, including how to plan and place your assets to meet your retirement, your nursing home goals, and after you have passed.