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Estate Planning Through The Generations- A 3 Part Series


  • Mohawk Golf Club 1849 Union Street NY, 12309 United States (map)

Join Us for Happy Hour and Legal Planning Strategies
at Mohawk Golf Club

Family of generations.jpg

Three Free Workshops Geared for Your Stage of Life

Complementary hors d'oeuvres will be served

November 2- Planning for Young Families

All families, including those with young children, should have an estate plan to ensure all of the basics are covered. This includes wills, power of attorney, health care proxies and more.

November 9- Pre-Retirement Planning

Learn about the mistakes people make with IRAs and how to avoid them, long term care planning for insurance and Medicaid, rollovers, trusts, disclaimers and more!

November 16- Your Home or the Nursing Home

Learn how legal planning and expert guidance can empower you to remain at home, preserve assets, qualify for Medicaid and more.

Earlier Event: October 22
Caring For A Parent