Event Details

Wills, Trusts & Nursing Home Asset Protection | 3/6/24, 6:30PM EST

The Event Space | 23645 Mercantile Road, Beachwood, OH 44122 Mar 6, 2024 6:30PM-7:30PM

At the seminar, you will learn:

  • How to protect assets against the costs of nursing home care
  • The advantages and disadvantages of Wills and Living Trusts
  • Maintaining your privacy and protecting your estate against a living probate if you become disabled (Hint: Not all Powers of Attorney are valid!)
  • Protecting your children’s inheritance from their future ex-spouses, lawsuits, your surviving spouse, and other claims
  • How Probate works and how you can avoid Probate altogether
  • Inherited IRAs and best strategies to minimize taxes to your heirs

Reserve Your Seats Now

Register below or call 800.307.5544

Location

The Event Space | 23645 Mercantile Road, Beachwood, OH 44122


Your Host - Cassandra Manna

Cassandra is a Member with BMD and focuses her practice on estate planning, wealth management, and working with family-run business leadership teams to grow and strengthen companies as they prepare to transition from one generation to the next.