Protect the Farm and Everything You've Built: How to Protect Your Assets and Preserve Family Wealth

Wednesday, June 17, 12 pm

Build a plan today that protects what you've worked for and prepares for the healthcare challenges of tomorrow. If you've ever thought about setting up a trust, this seminar is for you.    

Get these questions answered:  

• What is a dynasty trust and how can it help you accomplish your estate planning goals?
• How does a trust offer asset protection from the costs of nursing home care?
• Why does it matter if a trust is revocable or irrevocable?
• Can my spouse or family still access any & all funds placed inside a trust? 
• Do you have to be "rich" or have multiple investment accounts to benefit from using a trust?
• What situations are common for setting up a trust - pros & cons? 
• Are there inheritance tax advantages to using a trust?

Hosted by: Landon Hodges, Esq., CELA*.

Location: Frosty Valley Resort (Iron Room), 1301 Bloom Rd., Danville, PA 17821

* Certified as an Elder Law Attorney by the National Elder Law Foundation

A light lunch will be provided for all attendees