Friday, November 6, 2009

Asset Protection Seminar



We are hosting our popular
Asset Protection Seminar
Presented by
Stephen J. Lacey, Esq.
McClelland, Jones, Lyons, Lacey & Williams, LLC
1901 S. Harbor City Blvd, Ste. 500 Melbourne, FL 32901

Workshop presented in the law office conference room

Wednesday, December 9th (10:30 am to noon)

There is no charge. But since space is limited, reservations are required. (So R.S.V.P. A.S.A.P.!)

Please call (321) 984-2700 for reservations or email slacey@mjlandl.com.
Visit us on the web at www.mjlandl.com.

How to Protect your Money from Nursing Homes and Estate Taxes

This is truly an educational session. Come prepared to experience a thought-provoking

Who Should Attend?

• I want to know what nursing homes cost.
• I am afraid a nursing home will bankrupt me.
• I have a loved one with special needs (including child/grandchild). What next?
• I want to protect my loved ones’ inheritance from creditors, divorce and remarriage
• I have an existing plan over 3 years old
• I don’t fully understand Living Wills, Powers of Attorney, Wills, Trusts or Probate.
• I’m not sure what Medicaid is.
• I’m not sure what Medicaid pays for.

If you checked 2 or more of these, you should attend this workshop!

What You Will Learn:

➢ What Medicaid is
➢ What Medicaid pays for and excludes
➢ The cost of long term care
➢ How to protect your money
➢ How to plan for the FL Estate Tax by using, not losing, your estate tax credits
➢ How to make your loved ones’ inheritance creditor, divorce and judgment proof
➢ How to keep your estate plan up to date
➢ What each estate planning document is for. ALSO
➢ What long term care insurance is for
➢ Why many estate plans don’t work
➢ BONUS: Get a free consultation with Attorney Stephen Lacey to review your personal options.
review of your options. Avoid the pitfalls of poor planning and design an estate plan that works!