As you approach retirement, you may be ready to figure out what steps to take next. Gain insights that can give you confidence that you are saving enough and strategies to help ensure you won't outlive your money. Learn how to protect yourself from life's "what-ifs" and creating a retirement plan that gives you peace of mind.

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.

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!

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.

Leaving a lasting impact on the causes you care about doesn't require immense wealth or choosing charity over family. Including charitable bequests in your will is a simple and meaningful way to support the organizations that matter most to you. this session will explore basic tax-advantage options for charitable giving in your estate plan.

Medicare 101 is an educational workshop to help individuals make important Medicare decisions. The topics that will be discussed include an introduction to Medicare, a discussion of Medicare Part A/B, Medicare Supplement and other Medicare product options.

Confused by RMDs, QCDs, and IRAs? Join Mandi to learn how to leverage your IRA to support your charitable goals while strategically managing your RMDs. We'll explore the Qualified Charitable Deduction (QCD) and how it can provide valuable tax benefits for your charitable giving.

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.

What happens after a spouse passes? Unfortunately, there may be some unexpected surprises for the widow(er). Learn what to be prepared for, some practical solutions and ways to mitigate the tax implications.

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.