Free 60 Minute Webinar
As we head into 2022, what planning should you be doing to protect yourself and your family, to minimize taxes and to preserve assets? Join Lou Pierro for an educational program presented by CMH Foundation.
- Benefits of trusts to protect assets and keep yourself and your heirs out of court
- How to create a lasting legacy for your children and grandchildren
- How charitable giving can reduce your taxes
- How to plan for long-term care, including Medicaid changes that will take affect in 2022
- How to design flexibility into your plan to make it last a lifetime