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4 Results

  • All About Asset Protection

    "How to Protect your assets from lawsuits, nursing homes and predators: Lawsuits are a prevalent part of everyday life (One Connecticut woman filed over 70 lawsuits in two years). Learn how proper planning can help protect your assets in the event a lawsuit is filed against you. The cost of long-term care is on the rise. Proper planning can determine the amount of care an individual needs and how to pay for it while protecting as much of their legacy as possible. This workshop is beneficial to business owners, Baby Boomers, Seniors, and their families."
  • Avoiding Probate

    "Protect your estate from heirs, from creditors, predators and the burdensome probate process after your passing. The Connecticut probate process is a long and lengthy procedure that can keep your heirs from receiving their legacy for a year or more after your passing. Going through a full probate proceeding with a Last WIll and Testament is a public process where creditors and predators can file claims which delay the process and increase costs. The good news is, with proper planning, this lengthy process is avoidable through the use of trusts and other strategies that keep your affairs private and avoid the financial and emotional cost to your family. This informative seminar will show you how planning to avoid probate is one of the greatest gifts you can give to your family. This workshop is beneficial to everybody."
  • Mortgage 101-The Good, The Bad, and The Ugly

    Are you ready for the home buying season? This 2-hour, one-night seminar covers the entire financing process from the pre approval right through to the closing table. Whether you are expanding to a bigger home, refinancing, downsizing, or jumping in for the first time, this course will provide you with the information you need to make the best decisions for you and your family. Our housing market is ever changing and constantly moving...will you be ready when you find your dream house? Don't be intimidated, BE PREPARED!
  • Secret Life of Trusts

    You've Heard about Trusts. But what are they and what do they do for you? A trust is an ownership system where an individual gives another person the right to hold assets for a third person. Well, there is more to it than that. We will explain how trusts are created, the different type of trusts and who you should choose to participate. You will know how trusts can minimize/avoid taxes, protect assets and keep public benefits for loved ones with special needs. Whether you are new to trusts or even understand them well, you will walk away with an understanding how to use these powerful estate planning tools.