Free Estate Planning Seminar
Oct 8, 2022 at 10:00 AM
Organizer: Guest Services

Attorney Boudreau will provide pertinent information regarding the importance and value of your life estate planning.  

Topics covered will include:

• Do I gift property to my children now or leave the property to them in my will?

• How does the issue of income tax and estate tax apply to my estate planning (stepped up tax basis analyzed?)

• What does Probate mean and how can I avoid it?

• In July, 2019, Maine adopted the TRANSFER ON DEATH DEED. How does that differ from the benefits of a Revocable Living Trust and why is this important to me?

• Do I need a Trust? What kind? How will that help me?

• Should I have a Durable Power of Attorney? And why?

• Should I have a Health Care Directive? and a Living Will? What do they do?

• The Secure Act is now law. The benefits of my 401K and my IRA are not as good for my children as they once were. What can I do about it?

• Who should pay for my nursing home expenses? The State of Maine or my children?