Estate Planning: Prepare for Long Term Care (Part 2)
This class will focus on leveraging your assets to provide your best possible care, while also protecting assets for children or other heirs.
10 events found.
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Estate Planning Essentials
ZoomEstate planning is not just for the wealthy—or the old. Nearly everyone has an “estate,” comprised of everything you own: your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, and personal possessions. Regardless of the size of your “estate,” good planning lets you control how your assets are given to […]
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Estate Planning – Advanced Concepts
This class is for those who have already taken Estate Planning Essentials or who have a solid knowledge of estate planning basics. We will dive deeper into end-of-life planning. We’ll cover how to structure trusts for children and heirs to support them on their life journeys, while still encouraging their personal growth and achievement. We’ll […]
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Prepare for Long Term Care
ZoomAs we get older, many of us wrestle with important questions: Do I want to age in place or move to a new living environment? What will my health needs require? What can I afford? This class will focus on leveraging your assets to provide for your best possible care, while also protecting assets for […]
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Estate Planning Essentials
Arlington High School, Arlington MAEstate planning is for everyone, not just the wealthy or elderly. Learn how to plan for incapacity with tools like health care proxies, advance directives, and powers of attorney. Discover strategies to avoid probate court and its costs, and understand how trusts can protect assets, reduce taxes, and simplify estate administration. We’ll cover how to […]
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Building on the Essentials
Arlington High School, Arlington MAFurther explore incapacity planning with real-life examples. Learn strategies for transferring your possessions, social media accounts, and other assets. Explore tax planning and charitable giving. Understand the differences between revocable and irrevocable trusts, common trust issues, and how to avoid them. We’ll also discuss thoughtful gifting ideas to make a difference in the lives of […]
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Prepare for Long-Term Care
This class builds on the foundational concepts of Estate Planning Essentials. As we get older, many of us wrestle with important questions: Do I want to age in my current home or move to a new living environment? What will my health needs require? What can I afford? What resources are available to me to […]
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Featured
Estate Planning Essentials
Arlington High School, Arlington MAEssentials: Estate planning is for everyone, not just the wealthy or elderly. Learn how to plan for incapacity with tools like health care proxies, advance directives, and powers of attorney. Discover strategies to avoid probate court and its costs, and understand how trusts can protect assets, reduce taxes, and simplify estate administration. We’ll cover how […]
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Featured
Prepare for Long-Term Care:
Arlington High School, Arlington MAAs we get older, many of us wrestle with important questions: Do I want to age in my current home or move to a new living environment? What will my health needs require? What can I afford? What resources are available to me to help accomplish these goals? Learn about various long-term care strategies and […]
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Featured
Estate Planning for Loved Ones with Disabilities: Building a Vision for the Future
Arlington High School, Arlington MAPlanning for a loved one with a disability comes with unique considerations and opportunities. This session introduces strategies to create a secure, meaningful future. Learn how to structure a Special Needs Trust to protect benefits, manage taxes, and allow family contributions. Explore selecting the right trustee, including the potential role of siblings, and how to […]
