Lifetime Planning For You & Your Family

Hosted by: Alex Casale, Linda Mastellar, & Jason Mincer, Financial Advisors

Presented by: Scott E. Koldin, Esq. from Koldin Law Center, P.C.

Plan for tomorrow, today. That seems like sensible advice, doesn't it? Yet a surprising number of people leave no estate plan in place for their survivors. It makes a certain amount of sense. Nobody likes talking about death. But this is exactly why you should make an effort to create and maintain an estate plan: you simply won’t be there to settle matters when the time comes.

With good planning, you can protect everything you've worked so hard for. We'll be going over essential topics including:

• Wills
• Health Care Proxies
• Powers of Attorney
• Medicaid Eligibility
• Trusts for Protection of Life Savings and Home
• Long Term Care Insurance
• Avoidance of Probate
• Trusts for People with Disabilities
• Special rules for IRAs and 401(k) plans

^{Cetera is under separate ownership from any other named entity. Guest speakers are not registered or affiliated with Cetera.}

^{For a comprehensive review of your personal situation, always consult your tax and/or legal advisor. Neither Cetera Investment Services LLC nor any of its affiliates offer tax or legal service.}