FREE Workshop

Essentials Workshop

 

This free workshop covers frequently asked questions and common misconceptions regarding:

  • Estate Planning: Learning what the basic documents are that protect you and your family.
  • Long Term Care Costs: How to pay for long term care costs and stay in your home.
  • IRA Planning: How to make sure your IRA is there when you need it.

Seating is Limited. Reservations are Required. Register Below.

We encourage you to invite your family and friends to attend as well.

 

All workshops are held at Estate Planning Law Center unless noted otherwise.

Upcoming Workshops

Wednesday, May 29th
6:00pm – 8:00pm
(workshop full)

Tuesday, June 11th
2:00pm – 4:00pm

Monday, June 17th
6:00pm – 8:00pm

Tuesday, June 25th
6:00pm – 8:00pm

Tuesday, July 9th
2:00pm – 4:00pm

Learn About:

Who will get the assets you own after you die and who will ensure it gets done?

Without a Will, your assets will go to the people the State of New York dictates.

Many people consider joint accounts, beneficiary-designated accounts, or payable-on-death accounts to avoid the need of a Will.

While this does bypass the need for a Will, there is no protection or guidance in the event the individual is not able to receive it or if you become incapacitated.

Most standard Health Care Proxies and Living Wills fail to deal with the everyday issues of your health care needs in the event of your incompetency.

In certain circumstances, you can put instructions in place as to what type of care you want provided for you should you need assisted living or nursing home care.

Having a Power of Attorney is essential as without it, your family may be required to file a legal proceeding seeking guardianship

Learn about the advantages and disadvantages of Revocable Living Trusts and Irrevocable Living Trusts.

There are strict rules on how to protect your assets during life or after death, but they are easy to accomplish when done properly.

The laws around Medicaid qualification are extensive, and there are many exceptions.

Even with the best intentions, hospitals and nursing homes often do not have the legal knowledge necessary to determine whether or not your Medicaid qualification is accurate.

Estate taxes are one of the most common taxes to avoid and are constantly on the rise.

There are many different types of trusts to minimize or avoid these taxes including Grantor Retained Trusts, Charitable Remainder Trusts, Qualified Personal Residence Trusts, and many more.

Probate is one of the most misunderstood proceedings in all of the law.

Unbeknownst to most people, your executor is NOT free to act on your behalf after your death UNLESS he has been properly appointed by the court.

If assets are left to a disabled beneficiary, it could disqualify them from the state or federal programs they are receiving.

Discover Peace of Mind with Estate Planning Law Center's Proven Process!

At Estate Planning Law Center, we understand that planning for the future can feel overwhelming. That’s why we’ve crafted a proven, four-step process to ensure your estate plan is comprehensive and tailored to your unique needs.

1️⃣ Workshop – Estate Planning Essentials: Join us for an informative workshop where we cover the basics of estate planning, providing you with the knowledge and confidence to start your journey.

2️⃣ Vision Meeting: In this personalized session, we’ll discuss your goals, values, and vision for your legacy, ensuring your plan reflects what matters most to you.

3️⃣ Design Meeting: Our expert team will work with you to create a customized estate plan, addressing all your concerns and safeguarding your assets and loved ones.

4️⃣ Signing Meeting: Finalize your estate plan with our guidance, ensuring every detail is accurately documented and legally binding.

Our step-by-step process is designed to be clear, supportive, and effective, giving you the peace of mind that comes from knowing your future is secure.

Ready to take the first step? Register for our next workshop and start your journey to a well-planned future.

TLC Estate Planning Process