ESSENTIAL Estate Planning Documents Everyone Must Have

Bright View Senior Living 445 Broadway Ave, Sayville, NY, United States

Join us for a FREE Educational In-Person Presentation: The Four ESSENTIAL Estate Planning Documents Everyone Must Have Learn what a DURABLE POWER OF ATTORNEY is, how it works, and why everyone needs one Understand the need for a HEALTHCARE PROXY before a healthcare crisis arises Discover how a LIVING WILL serves […]

Listen to Lawrence: Effective Elder Law and Estate Planning Strategies

Bellport Country Club 40 South Country Road, Bellport, NY, United States

Come IN PERSON to "Listen to Lawrence" talk about effective Elder Law and Estate Planning Strategies. Learn how to protect your assets from Nursing Homes and Medicaid to protect your children's inheritance from creditors, taxes, divorce, and their own poor judgment to protect your assets with Revocable and Irrevocable Trusts […]

Borrowing Options Even if your Home is in an Irrevocable Trust

1050 Old Nichols Road 1050 Old Nichols Road, Islandia, NY, United States

Need some extra money but not sure if you can tap into your home equity? Come and hear an expert explain all about reverse mortgages and home equity loans even if your house is in an Irrevocable Trust. Learn how you can use the equity in your home to make […]

CARE CONCERNS: Scenarios and Solutions

Bright View Senior Living 445 Broadway Ave, Sayville, NY, United States

Join us for a FREE Educational In-Person Presentation: Care Concerns:  Scenarios and Solutions Come listen and learn how to assess and then address your loved one's ever-changing care needs. The presenter will describe four separate scenarios with four different levels of solutions and how to finance them that fall into […]

Breaking Down the Basics of Revocable and Irrevocable Trusts

Bright View Senior Living 445 Broadway Ave, Sayville, NY, United States

Join us for a FREE Educational In-Person Presentation: Revocable vs. Irrevocable Trusts:  Differences, Limitations, Advantages - When and How to Use Them Get your questions answered! Do I need a trust? Which trust is right for me? What type of trust should I create? What will a trust accomplish? Do […]