Complimentary Event at Oxford Free Public Library in Oxford, MA
Estate Planning Declassified
Strategies for Estate Planning, Preservation & Retirement Income
Oxford Free Public Library
339 Main St
Oxford, MA 01540
– Wednesday, September 27 at 6:00 p.m.
– Wednesday, September 27 at 6:00 p.m.
This event is not affiliated with or endorsed by the Oxford Free Public Library. Seating is limited. There is no charge to attend!
Do you know how to keep your assets out of probate, reduce tax-exposure and create a plan to ensure your heirs retain your assets?
Join us at Oxford Free Public Library for an enlightening presentation that may help you better understand estate planning strategies to help you preserve assets and understand how assets are transferred to heirs. We’ll discuss:
- The advantages and disadvantages of wills and trusts.
- Reducing tax exposure when transferring assets to heirs.
- How to plan your estate to make sure it passes on to your loved ones most efficiently.
- How probate works and, more importantly, how you can avoid probate altogether.
- Preserving your assets against potential risks such as children’s debt, changing tax laws, divorce and disability.
- Identifying the documents needed to preserve your estate.
- Establishing a power of attorney and why it could be important.
- Strategies to help preserve heirs from blowing their inheritance.
- Leveraging dollars for planned charitable giving.
- Why putting property in your children’s names may be a mistake.
- Developing a plan to pay for nursing home expenses if needed while in retirement.
- And much more!
Do you have an estate plan in place?
Don’t miss this information-packed event!
This presentation combines two empowering elements:
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a complimentary retirement snapshot analysis for your current plan.
67% of Americans
have no estate plan.²
Sounds crazy, but it’s true. Despite more than 50% of Americans thinking that estate planning is at least somewhat important, only 33% have a will or living trust.² When asked why they don’t have a will, 1 out of 3 respondents believe they don’t have enough assets to leave behind.
Meet Your Host
Greg Lavelle, MBA | CEO of Retirement Advisers.net
With 25+ years of helping clients with pre- and post-retirement planning, Greg is committed to always putting clients’ needs first to help ensure they have a stable, reliable retirement. His customized and process-driven system for wealth accumulation and tax planning strategies helps him to uncover the right strategies for his clients while at the same time, preserving and protecting their wealth and creating a legacy for their families.
Greg prides himself on his expertise in retirement planning strategies, including Social Security, Medicare, long-term care, and income planning, so he can assist clients in mapping out the retirement-income strategy that’s right for them. He is diligent about keeping an open mind and treating every client with dignity and respect.
To best serve his clients, Greg is licensed for life, health, annuities and registered for mutual funds in several states, holds his MBA from Northeastern University in Boston, Massachusetts, and has been featured on radio and television because of his subject-matter knowledge. He is also a proud United States Navy veteran.
Outside of work, you can find Greg spending time with his family, running or biking.
Carol F. Barton | Attorney
Carol F. Barton is an attorney with Estate Preservation Law Offices. Her practice concentrates on estate planning, estate and trust administration, elder law and Medicaid planning, and special needs and disability planning. Carol also represents clients in various probate matters including estate administration, guardianships and conservatorships.
Carol’s legal experience is broad and extensive. She effectively counsels clients in a variety of estate planning, elder law and related matters, and is an experienced advocate in probate court matters. Her background in real estate law provides valuable insights into the real estate transactions that often accompany estate planning. Carol is skilled in helping clients navigate sensitive healthcare matters and works closely with professionals in long-term care facilities as well as social workers and geriatric case managers in community settings.
Prior to joining EPLO, Carol worked as an associate at law firms in the Worcester and Boston areas. She also successfully managed her own law practice for a number of years.
Carol has been associated with the American Cancer Society (ACS) since 2008 as a volunteer at the organization’s Hope Lodge in Worcester, MA. She has served in national roles including Chair of the Nationwide Gift Planning Advisor Council of ACS and is a recipient of its prestigious National Advisor of the Year for 2020 award. Additionally, she was selected as a recipient of the 2021 Sandra C. Labaree Volunteer Values Award by the Eastern New England chapter of ACS. Carol is a member of the Board of Directors and past-President of the Long Term Care Finance Association.
Carol has developed and presented educational seminars on topics relating to elder law and estate planning for various organizations.
University of Massachusetts – Bachelor’s Degree
New England School of Law – Juris Doctor
Western New England College School of Law – Master of Laws in Estate Planning
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. Investing involves risk, including possible loss of principal. We are not affiliated with any government agency. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.