Upcoming Events

TRUSTS 101 & SENIOR PLACEMENT OPTIONS

Co-hosted with Emily Schimitschek, senior care consultant

This Seminar Is For You If:

✔ You own a home or other assets.

✔ You want to avoid probate or understand whether a trust can help.

✔ You've been told you need a trust, but aren't sure why.

✔  You've heard conflicting information about trusts and want clear answers.

 ✔ You want to understand the differences between wills and trusts.

✔ You already have a trust and want to make sure you understand how it works.

✔ You or a loved one need to explore care options.

During this seminar, we'll cover:

• What a trust is and how it works

• Common trust terms and what they mean

• Common types of trusts and their purposes

• Why someone might choose a trust over other estate planning tools

• How to title assets into a trust and why funding matters

• Pitfalls using a trust and how to avoid them

Questions are encouraged. No legal background required.