Free Estate Planning Seminar

Attorney Robert Boudreau will provide pertinent information regarding the importance and value of your life estate planning. Presented by the Social Justice & Peace and Seniors Supporting Seniors ministries.

 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 this 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?