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Personal Finance

in Personal Enrichment

Ten Legal Dos & Don’ts for People over 65 - NEW DATE!!

$15

with Patrice Putman

Calendar Nov 30, 2017 at 6 pm, runs for 1 week

This class gives anyone who is (or is helping someone) over age 65 organize an effective life plan. Critical information will be shared about the ten legal issues that everyone needs to know. Each legal topic will be ten minutes, just long enough to go over the very basics. The topics will include: 1. Who will speak for you if you cannot speak for yourself? 2. The most important document needed to protect your assets. 3. How not to lose everything to long-term care costs. 4. What is the five-year look back and why does it matter? 5. Who does and does not need a Will? 6. Pros and Cons of a Trust. 7. The truth and myths of Probate. 8. Can I give my home to my child and still live there until I die? 9. How you can make things easier for the people who are helping you? 10. The most common question/concern from the group.

Instructor: Patrice A. Putman, Esq.

Thursday, November 30, 2017, 6-8 pm (Rescheduled from November 9th)

Location: MCHS

Registration: $15

 

Course will run





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