You may think that drafting an estate plan is straightforward, but in reality if you do it wrong, you are jeopardizing everything you have worked for. Just because you have a Will or trust does not mean you have covered your bases. What is the difference between a Will and a trust? Why won’t a Will be sufficient by itself? Do you need a power of attorney and what should it say? What about health care directives? Should you add your children’s names to your bank accounts? We will share real-life stories showing you the dangers of common estate planning mistakes such as using incorrect phrases in your documents or omitting important ones. We’ll also spend some time talking about the probate process.
Presented by Paul Czepiga.
Since 1984, Paul has developed customized estate planning strategies for Connecticut residents of all ages and income levels. His MBA degree and dual licenses as attorney and certified public accountant provide him with a strong background to address the complexities of your succession and retirement, taxation, and asset protection planning.
Paul’s estate and elder law planning consists of representing a range of clients who require sophisticated techniques to accomplish their objectives of reducing estate taxes and preserving wealth for future generations, to older couples of modest means whose goal is to protect their assets from having to be spent for nursing home care.
Atwater Memorial Library