Protect Your “Stuff” in 3 Easy Steps 3/14 10 AM
Date(s) - 03/14/2017
10:00 am - 12:00 pm
Learn from attorneys some of the strategies and tools that will allow you to protect and preserve your savings, estate and your legacy. There is no need to lose all your assets to a nursing home if you, your spouse, or parent is in need of long-term care.
Seating is limited. Call (904) 685-1200 or register below to reserve your seat.
For more dates and times click here
The most common misconceptions about Medicaid are:
- They can take your home
- You have to give your assets away to protect them
- If you give assets away you have to wait 60 months to qualify
Our workshop will address those and many other issues related to elder law and estate planning. Learn how to protect what is important to you:
- Can I protect my “STUFF” from a long-term care facility? How?
- What is a trust? What’s the difference between revocable and irrevocable?
- How can I avoid probate? Do I need to?
- Should I give my “STUFF” to the children?
- If I give my “STUFF” away, will it take 60 months for it to be safe?
- What is a Power of Attorney, a Living Will, and a Healthcare Proxy? What are the differences? Which do I need?
- How can I plan for disabled beneficiaries?
- Are my IRAs safe? Do I need special planning for them?
Why Should I Attend?
- I’m worried about my parents. They are growing older and doing okay, but their health seems to be declining a bit. I fear that one day one or both may need long term care. I’m concerned about how they will afford that care. I need to find out what I can do to plan ahead.
- My husband and I worked hard and saved and accumulated savings over our lifetime together. We don’t want to lose it all if one of us winds up needing long term care. I’ve read that, according to the government, over seventy percent of people over age 65 will wind up needing some type of long term care before they die. If one of us winds up in the nursing home, what will be left for the other? We always hoped to be able to leave something for our kids, to make their lives easier. How can we protect our assets if one of us needs long term care?
- We’re still in our forties and fifties. We think of estate planning as important for people much older than we are but if something should happen to either or both of us, even if only temporarily, who would manage our affairs? What, if any, planning should we be doing now?
Do any of those stories sound like you or a friend or loved one of yours? If you would like to learn more, we invite you to attend one of our free workshops. We cover a variety of topics including how to avoid losing control when something happens, the difference between a will and a trust, different types of trusts, how to protect your assets from creditors, predators, and the high cost of long term care; and How to qualify for Medicaid. Am I eligible for VA benefits? We use stories and examples to explain and simplify what might otherwise seem complex, and to dispel the myths that sometimes lead people to make costly mistakes.
What Should I Expect?
- There is no obligation to attend the workshop or to follow up with us after the workshop. You will have the opportunity to tell us either way, whether or not you wish to speak with us further. We promise to respect your decision.
- You can expect that every workshop will be presented by an attorney.
- We will not ask you to share intimate details of your life or your current family situation.
- We will do our best to make our presentations interactive and fun. The time will fly by! You may be asked if you have a question or topic that you would like further clarification of to help you better understand.
- If you attend one of our workshops, you will be entitled to a one-hour consultation with an attorney at the Law Office of David M. Goldman PLLC at no charge.
For more dates and times click here
Bookings are closed for this event.