Your home is too important for an estate planning decision based on something you heard secondhand.
Have questions about Lady Bird Deeds? Join our free webinar.
Oct. 29 | 12 PM ET | Zoom
https://t.co/vHaCVZIrn1
#LadyBirdDeed
Lady Bird Deed, will, or living trust?
The question isn’t which one is “best.” It’s which fits your home, family, and goals.
We’ll compare them at our free Oct. 29 webinar at 12 PM ET.
https://t.co/vHaCVZIrn1
#LadyBirdDeed
“Later” sounds free.
With estate planning, it may not be.
The best time to make important decisions is often while you still have the time and freedom to make them thoughtfully.
Learn more
https://t.co/mThYuO8efJ
#EstatePlanning
Your home is too important for an estate planning decision based on something you heard secondhand.
Have questions about Lady Bird Deeds? Join our free webinar.
Oct. 29 | 12 PM ET | Zoom
https://t.co/vHaCVZIZcz
#LadyBirdDeed
Andrew Potere enjoys helping clients answer the hard questions and find the tools that fit their goals.
One timely example: #LadyBirdDeeds
Join us Oct. 29 at 12 PM ET for our free webinar on when these deeds help and when they don’t.
https://t.co/vHaCVZIZcz
Your family knowing you have an #estateplan isn’t the same as understanding it.
Who handles what? Why were certain decisions made? What did you actually want?
Some questions are better answered while you’re here to answer them.
https://t.co/mThYuO8M5h
A Lady Bird Deed can help determine what happens to a Michigan home after death while the owner retains broad control during life.
Useful? Absolutely. Right for every family? No.
We’ll explain why Oct. 29 at 12 PM ET.
https://t.co/vHaCVZIZcz
#LadyBirdDeed
Can your Michigan home pass to your family without probate?
A Lady Bird Deed may help, but it isn’t right for every situation.
Join our free webinar Oct. 30 at 12 PM ET to learn when it works and when it may not.
Register:
https://t.co/vHaCVZIrn1
#LadyBirdDeed
Being the child who coordinates a parent’s care doesn’t automatically give you authority to manage her finances or make healthcare decisions.
For long-distance caregivers, that’s worth sorting out before a crisis.
https://t.co/ApqXZyNt8G
#ElderLaw#Caregiving
Have an hour free at 1 PM ET today?
Use it to learn how families can prepare for long-term care costs without unnecessarily putting a lifetime of savings at risk. Free webinar. Live on Zoom.
Register:
https://t.co/G86KPVvHEv
#ElderLaw#ForMyPlan
Long-term care planning has plenty of “I’ve heard that…” advice.
Some of it is incomplete. Some of it is misunderstood. And some decisions are too important to base on assumptions.
Let’s talk about what families should actually know: https://t.co/G86KPVvHEv
Long-term care planning isn't just about asking, “How much will care cost?”
It's also about asking: What benefits might help? What rules apply? What should be done before care is needed?
Join us Sept. 28 for a FREE educational webinar
https://t.co/G86KPVvHEv
What could years of long-term care mean for your life savings?
On Sept. 28, we’re breaking down Medicaid, VA benefits, asset protection, the Five-Year Look-Back Period and more in a FREE webinar:
https://t.co/G86KPVvHEv
Long-term care planning has plenty of “I’ve heard that…” advice.
Some of it is incomplete. Some of it is misunderstood. And some decisions are too important to base on assumptions.
Let’s talk about what families should actually know.
FREE webinar:
https://t.co/G86KPVvHEv
Quick estate planning check:
Who’s named on your IRA or 401(k)?
Still the right person?
Is there a contingent beneficiary?
Your retirement account generally follows that designation, not your will.
https://t.co/pPtmIw1MyK
#EstatePlanning#RetirementPlanning
Recovery can change a family’s circumstances, and sometimes the estate plan should change with them.
Trusts, distributions, trustees and powers of attorney may all deserve another look when an old plan no longer reflects life today.
#NationalRecoveryMonth#ForMyPlan
15 years in estate planning and elder law taught Ruxandra Oprescu a lot. But what she values most is still the people.
Meet Ruxandra today, then learn from her at our FREE long-term care webinar on Sept. 28:
https://t.co/G86KPVvHEv
Long-term care planning isn't just about asking, “How much will care cost?”
It's also about asking:
What benefits might help?
What rules apply?
What should be done before care is needed?
Join us Sept. 28 for a FREE educational webinar on your options.
https://t.co/G86KPVvHEv
There’s something satisfying about an out-of-office reply that says “Returning after Labor Day.”
Today, the work can wait.
Wishing everyone a restful, enjoyable Labor Day!
#LaborDay#HappyLaborDay#ForMyPlan
You don’t need another inbox full of noise. You might want one email that helps you catch something you hadn’t thought about yet.
That’s what we aim for with our newsletter.
#EstatePlanning#ElderLaw#ForMyPlan