Protecting Your Assets 012

Stay current as we explore the Federal and Connecticut gift and estate tax laws and the potential impact on your estate plan. Discover whether living trusts, life insurance trusts or personal residence trusts are the appropriate estate planning tools for you. We will also discuss how to effectively navigate the Medicare and Medicaid programs to assist you in financing your or your loved one's long term care needs. Examples of durable powers of attorney and living wills with healthcare appointments will be provided.

PLEASE NOTE: Our instructors are hired to teach general concepts to groups of students, not to provide specific investment advice to individuals. Students should consult their own financial advisor or attorney before making any investment decisions based on specific examples used by our instructors.