Tuesday, August 18, 2015
Lunch & Learn: Elder Law & Estate Planning- The ABC’s of Resources (12:30 PM - 02:30 PM)
Lunch & Learn: Elder Law & Estate Planning- The ABC’s of Resources
Do you know the top 10 documents and financial tools you need for estate planning? Are you aware of how to use the elder law? Join Matt Margolis in this educational seminar designed to help us understand elder law, how to use Medicare/Medicaid, how to structure portfolios to meet goals, commitments and dreams, how to take advantage of the tax law to transfer wealth tax free and the top ten documents for estate planning.