Estate Planning: Stop Procrastinating on the Most Important Documents You’ll Ever Sign

Estate planning is one of those things everyone knows they should do, but few actually get around to doing. Whether you’ve never signed a single document or you set up a plan years ago and haven’t looked at it since, this webinar is your wake-up call. Join FRB Estate Planning attorneys Michael Shapiro, Caitlin Griffin, Patricia Craig, and Elizabeth Conklin for a straightforward conversation about the documents and strategies that protect you, your family, and your assets — no matter what life throws your way.

In this webinar, we’ll cover:

• Advanced Directives, what they are, why they matter, and what happens if you don’t have them
• Last Will vs. Revocable Living Trust, understanding the key differences and how Connecticut probate laws factor into the decision
• Medicaid Planning & Irrevocable Trusts, pre-planning strategies, non-disregarded assets, and how to protect what you’ve built
• Estate Tax & Advanced Planning, a brief overview of what higher-net-worth families should keep on their radar
• Transfer-on-Death Deeds, how they work in New York and whether they might be a simpler alternative to a trust for your situation
• Special Needs Planning & Supplemental Needs Trusts, protecting a loved one with disabilities without jeopardizing their benefits