In any comprehensive estate plan, a letter of instruction (LOI) is an important component. An…
New Year, Same Plan?
A lot of changes can occur over the course of one year, let alone the many years it may have been since you have last reviewed your Estate Plan.
Some factors that can effect your estate plan include:
- Change in Health
What good is a plan if it does not comply with your wishes and current situation?
Join us at an upcoming “How to Fix a Broken Trust” Seminar with one of our experienced attorneys to learn:
- How a Trust can be used to help you qualify for Medicaid;
- How to change Trustees and Beneficiaries on your Trust; and
- How a Trust can help you save on Estate Taxes.
*Thursday, January 14th, 8:30 am to 10:00 am at our Garden City Office.
*Wednesday, January 27th, 12:00 pm to 1:30 pm at our Garden City Office.
*Tuesday, February 2nd, 12:00 pm to 1:30 pm at our Islandia Office.
Seating is Limited. Registration is required.
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