SEMINAR: Planning and Protecting Your Estate
You're invited and bring a friend!
 
Please RSVP by June 6, 2016 - CALL: (585) 377-8970
 
Date:
Wednesday, June 8, 2016
 
Time:
6:30 PM - 7:45 PM
 
Location:
Fairport Savings Bank, 2163 Rt. 250 - Fairport, NY 14450
 
Topics:
 
Estate Planning
  • Health Care Proxy
  • Wills
  • Power of Attorney
  • Living Trusts/Irrevocable Trusts
Considerations for Surviving Spouse
  • Updating Documents (Wills, Property Transfers & Bank Accounts)
  • Living Considerations
  • Life Insurance Proceeds
  • IRA/401K Rollover
Estate Administration
  • Probate vs. Non-Probate
  • Estate Taxes
  • Timing and Costs
Taking Care of an Elderly Parent
  • Choice of Living Arrangements
  • Cost of Care & Long Term Care
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