If there is anything we have learned the past year, it’s that the unexpected can happen overnight…. And as an unmarried woman, you are feeling relieved that you organized your affairs and took care of your estate plan before the pandemic struck…or have you? Although estate planning is extremely important, it can also be difficult and unpleasant, causing people to put off the task. Whether a business owner, professional, retired or stay-at-home Mom that is widowed, divorced, never married or in a committed relationship, single people have unique estate planning needs, and now is the time to address them.
For this session, Linda Amato, Trust and Estate attorney with Amato Law, will accompany me to discuss why estate planning is critical for women, especially if you are not married, the 5 essential protection documents during lifetime, documentation for legacy planning, and long term care, including the new changes to Medicaid asset preservation planning in 2021.
You’ve worked hard to create a secure and comfortable lifestyle for yourself and your loved ones. Now it’s time to protect those assets with a proper estate plan.
Join us for ivy's insights – on a regular basis, we review important topics everyone needs to know. These information-packed sessions address the specific concerns of clients, business owners, professional partners, and prospects. Plus, your questions will be answered live!
Our next session is:
Smart Single Women: Essential Estate Planning For 2021
With Linda Amato, ESQ
Thurs, January 14th
Pre-registration is required. CLICK HERE to register or RSVP to cynthia.howells@LFG.com.
Meeting details will be provided at time of registration.
Feel free to share this with anyone you believe will be interested or benefit from this information.
We look forward to seeing you on Thursday!
About Ivy Menchel:
I have spent my career as a wealth advisor, driven by the desire to empower others to gain financial independence. Join me every other week for Ivy's Insights – where we discuss important topics such as financial preparedness, protecting assets, what every individual, family and business owner needs to know, and more.
* Linda Amato, Esq is not affiliated with Lincoln Financial Advisors Corp
Ivy Menchel is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN-3388569-010421