Upcoming events

Estate Planning Seminar

EST

Terrazza Restaurant, 9 Rose Hill Rd., Portland, CT 06480

Catherine Craig, Associate Attorney - RWC, LLC Attorneys and Counselors a Law

Mc Cabe & Associates

Mc Cabe & Associates

Join us to learn about many of the factors that should be considered for planning your estate. Topics will include:

  • Why Estate Planningis Essential Even When You Have a Financial Plan
  • Properly Titling Beneficiary Designated Accounts
  • Wills. What are Probate Assets? What is Probate
  • Revocable Trusts –How to Avoid Probate
  • Funding Trusts
  • Irrevocable Trusts– Asset Protection
  • Advance Healthcare Directives
  • Conservator of Person and Estate
  • Durable Powers of Attorney
  • Disposition of Remains – Burial Wishes
  • Common Mistakes

Guests are welcome and encouraged to attend!

Bio available on request.

To reserve a spot: call us at 860.342.1756 or email us at terri.fischer@ampf.com
RSVP Online

This is an informational seminar. There is no cost or obligation.

RWC Attorneys & Counselors at Law and Catherine Craig are not affiliated with Ameriprise Financial Inc.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution and involve investment risks including possible loss of principal and fluctuation in value.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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