Effective life care planning can help you protect your assets and remain independent. Richard Tizzano and Tony Hinson will present the practical and legal issues on Tuesdays, August 3, 17, and 31, at 11:30 a.m. Topics will include health care, Medicare and Medicaid, long-term care insurance, maintaining quality of life, aging in place, and supplemental-needs trusts.
Estate planning needs to be done with a changing landscape in mind. On Tuesdays, August 10 and 24, 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 planning for retirement accounts is now more important than ever, with the end of the “stretch IRA.”
These free 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.