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A Will is Not Enough-Advanced Asset Protection Planning

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Western New England University

Center for the Sciences and Pharmacy, Room 200

1215 Wilbraham Road

Springfield, MA 01119

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A WILL IS NOT ENOUGH—
TRUSTS AND ADVANCED ASSET PROTECTION PLANNING
A free presentation
While a will is certainly one of the most important documents anyone can have, it does not do everything or protect everything you might need. Other important documents such as a durable power of attorney, a health care proxy, and potentially a trust might just be what your estate needs to ensure that your intentions are met. Do you have the peace of mind to know that your assets will be protected from a nursing home and/or the government? Could a trust be the answer to your planning needs? There are so many types; how do you know the best fit for your needs? How do you know who to select as a trustee? Should you have a corporate trustee or a family member?
With careful advance planning, these questions might be easier to answer. While no one can completely know what the future holds, advanced planning can help protect your estate and your elder care desires. If for you, tomorrow is already here, or if you are caring for parents or a family member that never planned for today, there are still techniques available.
Join us as our presenters share sound advice on asset preservation planning including Medicaid planning tips and ways to preserve assets through trust creation.

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Western New England University

Center for the Sciences and Pharmacy, Room 200

1215 Wilbraham Road

Springfield, MA 01119

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