Life care planning can help you to remain independent and protect your assets. Richard Tizzano and Tony Hinson will walk you through the legal issues on Tuesdays, July 6 and 20, at 11:30 a.m. Topics will include health care, Medicare and Medicaid, long-term care insurance, maintaining quality of life, aging in place, preserving wealth, estate plans, and supplemental needs trusts.
Estate planning needs to be done with a changing landscape in mind. On Tuesdays, July 13 and 27, at 11:30 a.m., Hinson will discuss retirement account inheritance, state and federal tax issues, and some major upcoming changes likely for both. He will explain why estate plans call for more than just a will or trust, why powers of attorney and medical directives are critical, and why proper planning for retirement accounts is now more important than ever, with the “stretch IRA” largely being gone.
These free virtual seminars will be held online in real time, so you can interact directly with the experts in their field. To register, visit sherrardlaw.com/seminars, or call 360-779-5551.