Understanding the basics: Trust, Wills, & Estate Planning

I'll just get the house and the stock portfolio - right? Setting up for success - understanding the basics of trusts, wills and estate planning

We are also confronted with the possibility of our incapacity as we get older. Planning is the safest way to protect yourself and your family for the future. One can control the family dynamics by appointing the agent(s) that he/she wants to name. Estate planning using trusts and wills can protect your family home and other assets. Ron will also discuss important tax and gift planning.

SPEAKER: Ron Fatoullah, Chair Elder Law Practice Group and Partner Trusts and Estates Practice Group
Prior to joining Meltzer Lippe, Ron was the founder and principal of Ronald Fatoullah & Assoc. for over 35 years. He is committed to helping clients and their families be prepared for possible long-term care while protecting their assets.

Hosted by:
The Bristal Bethpage
1075 Stewart Ave, Bethpage, NY 11714