Poulsbo: 360.779.5551
Bainbridge Island: 206.842.5681
Sherrard McGonagle Tizzano & Lind
LIFE CARE PLANNING VIDEOS
LIFE CARE PLANNING SEMINAR
Join Elder Law & Estate Planning Attorney Tony Hinson for this approximate 1 hour seminar that is a combination of the two seminars below (Legal + Estate and the Estate Planning: Estate Tax & Retirement Account Issues in a Changing Landscape Seminar.
This updated seminar is designed to help you Preserve Your Wealth, Minimize Taxes and Ensure Your Legacy. The seminar explores solutions that allow you to maintain your Lifestyle & help you Age in Place, Protect Your Assets, and Remain Independent. The coordination of Healthcare, Housing, Financial and Legal Options will help you with solutions to secure a safe and successful retirement.
CLICK HERE TO VIEW THE YOUTUBE VIDEO: https://youtu.be/CdyvvqXEzG4
LEGAL + ESTATE LIFE CARE PLANNING SEMINAR
Join Elder Law & Estate Planning attorneys, Richard Tizzano & Tony Hinson explore Life Care Planning Solutions to help you Age in Place, Protect Assets and Remain Independent. The coordination of Healthcare, Housing, Financial and Legal Options will help you with solutions to secure a safe and successful retirement.
HEALTHCARE: Learn the roles of Medicare, Medicaid & Long Term Care Insurance HOUSING: Maintain Quality of Life, Aging in Place & Retirement Communities FINANCIAL: Preserve your wealth from taxes & uncovered medical costs
LEGAL: Estate Planning & Safe Harbor Trusts Planning
If you are a Professional Working with the Senior Community I encourage you to attend one of the seminars below, it will help you prepare your clients for retirement & beyond! Having the opportunity to be informed, organized and equipped will not only give you legal peace of mind, but also give you hope and a healthy perspective for the journey. You will find these seminars insightful, humorous, and informative.
CLICK HERE TO VIEW THE YOUTUBE VIDEO FOR THE SEMINAR
Estate Planning: Estate Tax & Retirement Account Issues in a Changing Landscape Seminar
Join Tony Hinson as he discusses Estate Planning with a focus on Estate Tax issues & Retirement Account inheritance planning in a changing landscape.
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He will discuss Washington and Federal Estate Tax Issues, and Some Big Changes Looming for both in 2021.
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Estate Planning is More than Just a Will or Trust – Let’s Talk About Powers of Attorney and Medical Directives
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The 'Stretch IRA' is Largely Gone – Proper Planning with Retirement Accounts is More Important than Ever, and Often Overlooked
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Anyone Wanting a Comprehensive Estate Plan which Incorporates Tax Planning and Retirement Account Issues Should Attend!
RETIREMENT PLANNING LIVE WEBINAR, NOVEMBER 5TH, 2019
Richard C. Tizzano and Jason Parker
LONG TERM CARE
THE ROAD AHEAD INTERVIEWS - Richard C. Tizzano, Elder Law & Estate Planning Attorney
"529A Able Account"
"Nursing Homes and Resident's Rights"
"The Marathon of Long Term Care"
"The Emergency Room"
"The Estate Plan"
THE ROAD AHEAD INTERVIEWS - Tony Hinson, Elder Law & Estate Planning Attorney
"The SECURE Act"
"Veterans Aid & Attendance Program