Coming Attractions: September & Beyond
The next two months are going to be very exciting and will provide you with an excellent opportunity to make sure your estate plan works for you.
September is “Know Your Estate Plan” month. You won’t find it on any calendar except mine. Over the last few months I have met with an increasing number of new clients that come to me and 1) do not understand how their existing estate plan from another office works or 2) have different expectations from their estate plan from another office than what the documents actually say. This is a problem in my opinion, and I’m going to do something about it. Come back on September 1 for more information.
In October, my “Medicaid Protection Winter Workshop” will take place. This workshop is designed to prepare your family for nursing home costs that average over $9,000 each month in Connecticut. This is an excellent opportunity for families that want to protect their life savings from devastating nursing home costs to get educated and get started before it is too late. I’ll be posting additional information on the Workshop and how to reserve your spot in the coming weeks.
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