Free Estate Planning Workshop

Join us to understand estate planning and how it can affect you and your family and how important having a good plan is.

Here are some questions we will answer.

  1. Can I protect my “STUFF “from government/Long Term Care/family? How??
  2. I have single children over 18, do I still have authority to make health decisions if something happens to them?
  3. What is a trust? What’s the difference between Revocable and Irrevocable?
  4. How can I avoid Probate?  (Do I need or want to avoid it?)
  5. Can/Should I give my “STUFF” to the kids/others? (House, etc.
  6. If I give my stuff away, will it take 60 months for it to be safe?
  7. If I have digital assets, are they treated differently?
  8. What are a Power of Attorney, a Living Will and a Health Care Proxy?  What’s the difference?  Which do I need?
  9. How can I plan for  (my) disabled beneficiaries?
  10. Are my IRA’s safe?  Do I need special planning f note this may be a different message you MaryAnne is also your well you know you saw or them?
  11. What if I do nothing and fail to plan while I can?

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The event is finished.


Mar 11 2020


2:30 pm - 4:30 pm


Webster Chamber of Commerce
1110 Crosspointe Lane, Webster, NY 14580, USA


Pat Lydon


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