Free Lunch & Learn Estate Planning Seminar Series Begins Next Week

We’ve got good news! Next week we begin our new series of free Lunch & Learn estate planning seminars. Join us on select Wednesdays in September for an hour-long, informative and intimate workshop about issues related to estate planning. All seminars will be held at our Rockville office (932 Hungerford Drive, Suite 29A) and will begin at noon. Join us!

10 Planning Mistakes That Will Expose Your Family to Long-term Care Costs
Presented by Mindy Felinton, Attorney
Wednesday, September 11, 2013, 12-1 p.m.
This workshop addresses the top 10 myths, misconceptions, and “need to know” elder law concepts. including: the difference between Medicare and Medicaid, why gifting $10,000 a year to anyone is NOT okay, basic Medicaid qualification rules, and more.

Can You Trust Your Trust? Issues That Impact Your Trust in 2013
Presented by Mindy Felinton, Attorney
Wednesday, September 18, 2013, 12-1 p.m.
Tax laws are always changing. Do you know what changes to your circumstances need to be addressed? This workshop will discuss changes to government planning in light of the “new” economy and how it affects your personal situation.
*THIS SESSION IS FULL*

The Power of Hidden Veterans Benefits to Pay for Long-term Care
Presented by Mindy Felinton, Attorney
Wednesday, September 25, 2013, 12-1 p.m.
If you call the VA they might tell you that you don’t qualify for benefits. However, many people don’t know that they may qualify for a non-service connected disability pension of up to $2,000 per month. This can be a great way to cover assisted living and home healthcare costs.

Contact Dee at [email protected] to reserve your seat. Space is limited and demand is high, so get in touch today!