A vital part of every retirement or resettlement discussion involves the roadmap of issues that help us decide where we want to call home! Is it taxes, weather, location, debt or income, cost of living or health concerns? When should we start this discussion? Did you know many states do not tax Social Security, pensions or other retirement income sources? Which are the worst states for Estate Taxes? All these issues will be discussed with questions encouraged.

Our family has a cabin, homestead, hunting land, farm or second home - How do we protect this family legacy and move its use and enjoyment into the future? Various sources and forces threaten its very existence - Nursing home, Medicaid (MA), estate taxes, family divorces, creditor & bankruptcy issues, taxes & operating expenses, unequal resources of owners, etc. We will provide real-life solutions and explore four paths to resolution that will solve our problems without driving the family apart or sacrificing the family legacy.

The biggest fear for most baby boomers is how to pay for the nursing home and still leave an inheritance for the next generation. We will walk through your questions and more! Get the answers you need and learn how to create an effective plan.

The trust is a very popular component and tool to be used in our Estate Planning. However, there is a variety of vastly different Trust options to be used. We will clearly define the strengths and weaknesses of different types of Trusts and when to use them. Explore your goals and wishes to see where they fall in the realm of Trusts.

This is a relaxed and friendly open-forum seminar with a seasoned Will & Trust attorney. Questions like: Should I avoid Probate? Is a Will good enough? Do I need a Trust? How does my plan deal with the nursing home? How do we gift the assets? What tools protect me best? Who should serve in my estate plan? What is the death tax? How do I avoid leaving a mess for my children? Which Trust is best for me? All questions will be answered!