Get Financially Fit! Estate Planning and Long-Term Care

Get financially fit this spring with these two programs presented by Attorney Brendan F. Daly!

Estate Planning: Don’t Make These Mistakes

Learn about Wills, Trusts, Powers of Attorney, and Healthcare Representatives. You may think that drafting an estate plan is straightforward, but in reality, if you do it wrong, you are jeopardizing everything you have worked for. What is the difference between a Will and a Trust? Why won’t a Will be sufficient by itself? Do you need a power of attorney and what should it say? What about health care directives? Should I add my children’s names to my bank accounts? We will share real-life stories showing you the dangers of common estate planning mistakes such as using incorrect phrases in your documents or omitting important ones. We’ll also spend some time talking about the probate process. Register Now!

WHEN: Thursday, May 24 6:30 PM
WHERE: Main Library, 6 Monteith Drive

Long-term Care: Understanding Medicaid and Protecting Your Assets

Connecticut has the second highest cost of long-term care in the nation. So, unless you are planning to leave the state, you need to protect yourself and your retirement assets from long-term care costs. Should you give your home to your children? How can you get assistance paying for a nursing home and home care? How can single individuals and married couples qualify for Medicaid benefits while protecting their children’s inheritances? What is the 5-year look back? How can you spend down? Is long-term care insurance a good idea? If you know the rules and plan ahead, you can still protect your hard-earned assets. Register Now!

WHEN: Thursday, May 31, 6:30 PM
WHERE: Main Library, 6 Monteith Drive

Attorney Brendan F. Daly is a Principal of Czepiga Daly Pope & Perri, where he practices in the areas of elder law, estate and disability planning and estate administration. Brendan has received the designation of Certified Elder Law Attorney (CELA) by the National Elder Law Foundation. CELA attorneys have gone the extra mile to earn an in-depth working knowledge of the legal issues that impact the elderly. Brendan is one of only 13 CELAs in the State of Connecticut. He graduated from Quinnipiac University School of Law in 1997 with academic distinction.

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