Trusts in Action: Strategies for Estate and Medicaid Planning
Tuesday, September 16 at 1:00 PM
Location:
Port Jefferson Free Library
Meeting Room
100 Thompson St
Port Jefferson, NY 11777
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:
- Different types of trusts and their purposes
- Strategies to protect assets while qualifying for Medicaid and tips to avoid common pitfalls and ensure your estate plan works for you.