CPRP WEBINAR2021-11-05T13:06:22+00:00

Past Webinars

Estate & Emergency Planning with special guest Attorney Steve Cohen!

Estate Planning:

What are the core documents for estate planning?
Discussion of Wills and Revocable Living Trusts
How to structure your estate plan to pass assets to children estate tax free
Use of Health Care Proxies and Durable Powers of Attorney in order to possibly avoid costly guardianship proceedings
How to avoid Probate

Emergency Care (Long Term Care) Planning:

What is Emergency Care Planning?
Developing a plan to protect your family and finances
Consequences of not having a plan
What will you pay for that plan?
Relying on Medicare and Medicaid
Advantages…and disadvantages…of long term care insurance policies

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This material was created to provide information on the subjects covered, but should not be regarded as a complete analysis of these subjects. The information provided cannot take into account all the various factors that may affect your particular situation. The services of an appropriate professional should be sought regarding before acting upon any information or recommendation contained herein to discuss the suitability of the information/recommendation for your specific situation.

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