Why Estate Planning? Why Now?
Farmington Library
You're exclusively invited to attend
Why Estate Planning? Why now?
Date: October 15, 2025, 6:00PM
Location:
Farmington Library
6 Monteith Dr
Farmington, CT 06032
If you own a home and have assets, an individualized estate plan is vital. Documents, such as wills and trusts, are but one small piece of the estate planning puzzle. An effective estate plan includes strategies to protect your standard of living and quality of life while preparing for the future.
This seminar will provide you with valuable insights to help you complete your own planning puzzle, including:
- Why traditional wills and trusts may not be enough
- How to preserve your lifestyle while planning for costs associated with healthcare needs
- Strategies designed to reduce tax liability and achieve your legacy goals
- How powers of attorney work and don’t work
- Why putting property in your children’s names may be a costly mistake
- Considerations for blended families
- How to protect your family and loved ones when you no longer can
- How retirement planning, portfolio-mix, and risk tolerance can affect inheritance
