Details for ESTATE, LEGACY & LON
145911-A (ADULT PROGRAMS)

There are 4 sections of this class
Gender: Co-ed
Ages: 55 years and Up
Open to These Grades: N/A
Dates\Days\Times\Locations:
Date Time Day Location
01/29/2020 1:00P to 2:30P Wed
1350 TURK HILL ROAD
Fairport NY, 14450
(585)223-5050
Counts:
Enrolled: (0), Waitlisted: (0)
Details:
This informational only workshop is a free event for both retired individuals and married couples as well as those soon to be retired, helping them make sure that their Estate, Legacy and Long-Term Care plans are in complete order. Come learn about specific planning strategies to help protect your financial assets from expensive nursing home costs and Medicaid. Learn commonly used strategies that will allow you to maximize the financial legacy that you leave to your chosen heirs by negating the income taxes that they will pay on your Traditional IRA and 401K assets, especially in light of the impending changes to the Stretch IRA rules. Learn how to avoid the fees and time delay of Probate and much, much more. A very informative discussion.