Free Estate Planning Seminar Presented by KofC Council #3942

DATE: Monday, February 20, 2023, 10am to11:30am

PLACE: St. Francis of Assisi Church Hall, Belfast

INSTRUCTOR: Attorney Robert B. Boudreau (Third Degree Knight of Columbus, Good Shepherd Parish Parishioner, Eucharistic Minister and Lector at Saint Margaret’s Church Biddeford)

FOR RESERVATIONS:  Call Bill Weiss at 207-691-0867 or  email Bill Weiss at William.weiss@kofc.org with names of attendees and telephone numbers to receive confirmation of your reservation.

PROGRAM TOPICS TO INCLUDE: 

• Do I gift property to my children now or leave the property to them in my will?
• How does the issue of income tax and estate tax apply to my estate planning (stepped up tax basis analyzed)?
• What does Probate mean and how can I avoid it?
• How does the Transfer on Death Deed differ from the benefits of a Revocable Living Trust and why is this important to me?
• Do I need a Trust? What kind? How will that help me?
• Should I have a Durable Power of Attorney? And why?
• Should I have a Health Care Directive and a Living Will? 
• The Secure Act is now law.  The benefits of my 401K and my IRA are not as good for my children as they once were. What can I do about it?
•  Who should pay for my nursing home expenses?  The State of Maine or my children?