Estate and Medicaid Planning During A Pandemic




Your Estate Plan should be done before an urgent need arises. Making a plan in advance will ensure the protection of your loved ones and how your assets are secured. To safely learn more about the specifics of Estate and Medicaid Planning during the current social-distancing situation, join us for either of our FREE outdoor workshops! Both workshops will be held outside on the lawn of our New Hartford office on Oxford Road. For everyone’s safety, we will be adhering to New York State and CDC social distancing guidelines.

Seats are limited! Be sure to reserve yours today.

We will be conducting two FREE outdoor Estate and Medicaid Planning workshops this month:
July 9th and July 23rd, both at 5:30 PM

Workshop Topics Discussed

Providing For Loved Ones, Preserving Assets

Understand how to plan and name exactly to whom you want your assets to go, as well as how your plans and objectives will be carried out after you pass away.

Will vs. Trust: Which is Better For Me?

We’ll discuss differences between wills and trusts, helping you better understand an appropriate estate plan that will ensure your final requests are fulfilled.

What Makes An Effective Estate Plan

An effective estate plan can provide guidance for family members who may be irresponsible with money, protect children from divorce or creditors, name guardians for minors, minimize tax and court costs, and protect your assets for loved ones through all legal steps after your passing.

Personal Planning Goals

We will discuss your general and specific personal planning goals to help guide you towards the best estate planning portfolio that suits your needs.

Qualifying for Nursing Home Care

Nursing Home Care plans are incredibly important to include in your estate planning. We can highlight the steps needed for protection during your final years-for both you and your assets.

During these past few months, we have all come to realize how fragile life can be and how quickly things in the world can change. There is never a better time to plan your estate than now. Sign up below for one of our two upcoming FREE workshops and begin protecting your legacy.

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