PDF: Dimensions of Influence
PDF: Template for 1-2 page Universal Ethical Will
PDF: Worksheet: What do you have to give?
PDF: Neglected Step in Planning
PowerPoint Presentation: CMF_2022FinalShueTilley_01102022(002).pdf
As members of the Estate Planning Council, we have the opportunity to help clients at the most difficult times of life: declining health, serious diagnosis.
Awareness of potential mistakes, and solutions, can make the difference for our clients.
1 – Caregiving costs, Medicaid and Caregiver Contracts
2 – Reallocating Assets for Medicaid with Annuities, QDROs and Trusts
3 - Medicaid Probate Estate Recovery
4 –Disability Trusts
These documents are Powerpoint presentations saved in PDF format.
Jeremiah Doyle IV - February 8, 2022
Bernard "Buzz" Travers - March 8, 2022
Powerpoint Presentation - EPC Hampden County Income tax update