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Transferring Your Financial Wealth and Life Wisdom: Beyond Wills and Trusts

We work hard for what we have so that our children and grandchildren can benefit and enjoy a better life. This includes financial wealth as well as the intangible moral values that developed over time. How can you ensure that both are protected and passed on to future generations? Attend this talk with Meg Pauken to learn about:


* ASSET PRESERVATION: How to ensure your family will be left with money rather than bills


* PREPARING FOR TRANSITION: What to expect when the time comes and how to be ready


* ALTERNATIVE PLANNING DOCUMENTS: Passing on your legacy through documents such as Ethical Wills 


 


Go beyond typical estate planning by attending this lunch-and-learn event.


When: Wednesday, October 24th at 11:00 am


Where: Stratford Care & Rehabilitation and Assisted Living 7000 Cochran Rd, Solon, OH 44139 


Lunch provided, $2 per person - Registration Required


 


You may also be interested in: “Long-Term Care: Planning for Your Parents & Planning for Yourself”, an afternoon event at Laurels of Chagrin Falls on Tuesday, October 23rd. Learn more by visiting www.gertsburglaw.com/events/long-term-care-planning/. If you plan to attend both events, please register for them separately. 


 


Meg Pauken draws on over 20 years of experience as a lawyer to provide wise and compassionate advice, unique to each client’s personal and family situation. She helps when a spouse or elderly family member is facing admission to a nursing home or long-term care facility and guides clients through the often confusing world of Medicaid eligibility and asset preservation. In addition, she helps clients plan for the preservation and distribution of their assets, often through the use of trusts. 


October 23, 2018 @ All Day.

Nelly | ng@gertsburglaw.com

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