Brief Description of Event
We provide classroom sturdy to seniors in need of estate planning education, including the reason for wills and trusts and an explanation of revocable living trusts and irrevocable trusts and the difference. We discuss taxation issues regarding the one's estates, ladybird deed for property transfers, Roth IRA conversions, the difference between Medicare and Medicaid, sheltering assets from nursing homes so that you can have more of a legacy to leave your heirs instead of giving it to a nursing home and the strategies that allow you to keep your assets and qualify for medicaid at 100%. We will review pension options that are protected from a nursing home, etc. We will provide a variety of tax strategies and Qualified Charitable Distributions that will lower taxes and the estate to leave more one's heirs. This event is educational only and applies to all estate planning laws in the State of Florida.