Showing posts with label Estate taxes. Show all posts
Showing posts with label Estate taxes. Show all posts

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!