Estate Planning for Retirees: Protecting Your Future & Your Legacy
Wednesday, November 11th | 11:00 AM
Tower Hill Clubhouse - Meeting Room

Estate planning is about more than preparing documents—it’s about creating a plan that protects your wishes, your assets, and the people you care about.

Join DiPietro Law for an informative presentation designed specifically for retirees and those planning for the years ahead. Learn practical strategies that can help you prepare for the unexpected, simplify the transfer of assets, minimize the complications and expense of probate, and plan proactively for the potential costs of long-term care.
During this presentation, attendees will learn about:
- Key components of a comprehensive estate plan
- Strategies that can make the distribution of assets easier, quicker, and less expensive
- Probate avoidance and why it may be an important part of your planning
- Available benefit programs and planning opportunities
- How proactive planning may help protect assets from future long-term care costs

Whether you already have an estate plan or haven't revisited yours in several years, this session will provide helpful information and considerations as you plan for the future.

This is a complimentary program provided by The Institute.

Please contact Christi Davis, Lifestyle Manager at cdavis@cmfa.com with any questions or to be added to the wait list.