Are you and your family protected?
Join us for an evening of education and insight into your options for wealth management and protection for your family. This will be a fun night out including drinks and appetizers.
Email us for more information: email@example.com
- Trust vs. Will ( pros, pitfalls, how to fund a trust)
- Should your child's guardian and trustee be the same person
- Special needs trust (Able accounts, independent living services)
- Public Benefits (medicaid, SSI)
Protection for you and Your Family
- Life insurance needs
- long term insurance
- Other instruments available to fund a trust.
Real Estate and Investments
- Current market conditions.
- How to refinance your home when in a trust.
- Available products that will aid in funding a trust. Reverse mortgage.