Estate Planning Essentials and Aging Parents

*This event is exclusively for AdviceOne clients

AdviceOne invites you to join us for our Estate Planning Essentials and Aging Parents Discussion. 

Presented by Neil Goldberg, ChFC®

Topics for Estate Planning Essentials Include:                                     

  • How trusts work
  • Avoiding probate
  • Revocable vs. irrevocable
  • Avoiding estate tax
  • Wealth replacement trusts
  • Necessary documents
  • QTIP trusts for blended families
  • Eldercare
  • Charitable gifting
  • Charitable remainder trusts?

Topics for Aging Parents Include:

  • Education funding for grandchildren
  • Life and finances after a spouse’s death
  • Need for proper estate planning documents
  • Importance of an elder law attorney
  • Having a family meeting with parents and adult children
  • Reverse mortgage basics
  • Implications with how assets are passed


6:30-8pm ET

Wednesday, June 16, 2021

*This event is exclusively for AdviceOne clients