Join Richard Tizzano and Tony Hinson on Tuesday, February 9 and Tuesday, February 23 at 11:30 a.m. as they explore estate and life care planning solutions that prepare you properly to protect your assets and remain independent. Topics include healthcare, Medicare & Medicaid, long-term care insurance, maintaining quality of life, aging in place, preserving wealth, estate plans, and supplemental needs trusts.
On Tuesday, February 2 and Tuesday, February 16 at 11:30 a.m., join Tony Hinson as he discusses estate planning with a focus on estate tax issues, and retirement account inheritance planning in a changing landscape. He will discuss Washington and federal estate tax issues and some big changes looming for both in 2021. He will also talk about estate plans being more than just wills and trusts, powers of attorney and medical directives; and why proper planning for retirement accounts is now more important than ever with the ‘stretch IRA’ largely being gone. Anyone wanting a comprehensive estate plan which incorporates tax planning and retirement accounts should attend.
These virtual seminars are held live, so you can ask questions; it’s your opportunity to ‘ask the experts.’ To register, visit sherrardlaw.com/seminars, or call 360-779-5551.