We’re now offering our popular Wills, Trusts & Nursing Home
Asset Protection Seminar online.
Join us from the comfort of your couch!
Learn how to protect your
family home & nest egg
Select an Upcoming Webinar
January 18, 2022 at 2:00PM
January 19, 2022 at 2:00PM
January 20, 2022 at 6:30PM
We will also cover the topics of
Discover How to Protect Your
Assets and Provide for Your Loved Ones
Are you ready to begin making decisions that will protect your independence and ability to stay in control if you get sick or need long-term care in the future?
Join Melanie Lee for a special ONLINE 90 minute training event! Learn how to use simple legal strategies to help make your wishes known, keep peace in the family, and ensure that life is as easy as possible for your loved ones, no matter what happens.
Meet the author of Essentials to Planning Your Legacy: Estate Planning Advice from Your Oldest Daughter
Attorney Melanie Lee concentrates her practice in the areas of Trusts & Estates, Estate Administration, and Business Law. She is a member of the American Academy of Estate Planning Attorneys and the National Academy of Elder Law Attorneys. Her firm’s philosophy is to help clients create, build, and properly transfer wealth.
Who Should Attend This Webinar?
If you don’t currently have a plan in place to protect your family and assets… or if it’s been at least three years since you’ve last looked at your old estate plan.
On this webinar you’ll learn:
- The advantages and disadvantages of both wills and trusts.
- How the new SECURE Act has impacted inherited IRAs and the best strategies to minimize taxes to your heirs.
- How to keep your affairs private and your loved ones out of court if you become disabled and can’t speak for yourself. (Hint: Not all Powers of Attorney are valid!)
- All about probate and what steps can you take now to help your family avoid this expensive and time-consuming legal process.
- If you will you owe estate taxes and how to help your heirs minimize or even avoid “death” taxes after your passing.
- Easy strategies to protect your children’s inheritance from being seized if they get divorced, sued or file bankruptcy in the future.
- How to preserve your estate for your children should you pass away and your surviving spouse gets remarried (without a plan, your family’s inheritance will legally go to the new husband or wife!).
- How to qualify and use Medicaid to pay for nursing home expenses which can average $9,000 monthly.
- How parents (and grandparents!) of children with special needs can plan for a lifetime of care without jeopardizing eligibility for important benefits like Medicaid or Supplemental Security Income (SSI).