• Wills, Trusts, and Medicaid Workshop – February 20, 2021

    Type: seminar Date: February 20 Time: 10:00 AM - 12:00 PM Venue: Oro Valley Country Club, 300 West Greenock Dr., Oro Valley,

    In this workshop, you will learn how to avoid common estate planning mistakes, as well as:

    — Whether you need a Will or Trust? Discover the advantage and disadvantages of both. — How the new SECURE Act has impacted inherited IRAs and the best strategies to minimize taxes to your heirs. — How to keep your affairs private and your loved ones out of court if you become disabled and can’t speak for yourself. (Hint: Not all Powers of Attorney are valid!) — All about probate and what steps can you take now to help your family avoid this expensive and time-consuming legal process when you’re gone. — If you will you owe estate taxes. Learn how to help your heirs minimize or even avoid “death” taxes after your passing. — How to create a long-term care plan before it’s needed so that you are able to stay as independent as possible and in complete control of your decisions as you age. — Why owning assets jointly or putting property in a child’s name is likely a huge mistake—and what to do instead to accomplish your goals in a secure way. — Easy strategies to protect your children’s inheritance from being seized if they get divorced, sued or file bankruptcy in the future. — How to preserve your estate for your children should you pass away and your surviving spouse gets remarried (without a plan, your family’s inheritance will legally go to the new husband or wife!).

    — How to qualify and use Medicaid to pay for nursing home expenses which can average $7,366.21 monthly. — How parents (and grandparents!) of children with special needs can plan for a lifetime of care without jeopardizing eligibility for important benefits like Medicaid or Supplemental Security Income. — If you have any questions about this workshop, please contact us at (520) 529-4000.

    Event is due and cannot be registered at the moment