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Trusts in Action: Strategies for Estate and Medicaid Planning

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Monday, August 11 at 3:00 PM

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Location:

Sachem Public Library

Community Room A

150 Holbrook Road

Holbrook, NY 11741

Join us for an informative seminar on the power of trusts in Estate and Medicaid planning. Learn how trusts can safeguard your assets, minimize taxes, and ensure your loved ones are cared for according to your wishes. We will guide you through:

  1. Different types of trusts and their purposes
  2. Strategies to protect assets while qualifying for Medicaid
  3. Tips to avoid common pitfalls and ensure your estate plan works for you.
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Register

Fill out the form below or you can also register by calling 631-941-3434 or by emailing [email protected].