Brompton Heights Speaker Series- Financial Planning for your future

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Join us on
Thursday, February 28th
10:00am or 4:00pm
This event is free. RSVP by 2/25/2019 at
or contact Stephanie Mruczek: | 716-480-8652
Understanding the basics and why it’s important to start planning early to ensure the long-term care of your loved ones.

About this Event

With elderly parents living longer and healthier lives, financial planning has become ever more crucial to the economic well-being of the adult children responsible for the care of their elderly parents. Hear from our expert, Lucky Berkman, Elder Law Attorney at Lipsitz Green Scime Cambria, on how to get started planning today. Topics covered:

• Basic estate planning – wills, power of attorney, wealth care proxy, living will and MOLST form

• Trusts – types and the pros and cons

• Current estate tax scenario

• Medicaid eligibility process – asset levels, spend down options and penalty assessments

About Lucy Berkman:

Lucy M. Berkman offers legal guidance to individuals, families, and corporations to help make the most of clients’ end-of-life wishes. She focuses her practice in wills and estates planning, guardianships, trusts and Medicaid planning and applications.

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