Planning for Life’s Transitions:
Long-Term Care, Financial & Estate Planning
Hosted by GW & Wade
Your financial life may become particularly complicated as you age. Do you have a long-term care plan in place? Are you caring for your elderly parents and helping them manage their money? What will your own retirement look like? How can you ensure you don’t burden your kids as you age? We all want to maintain control and independence as we age. With the right planning, this can be achievable.
Be our guest as we address these questions, and many more, to help you feel more comfortable and secure about the life transitions ahead. The featured topics include:
- Building a sound financial plan for your future and to provide for loved ones in the most effective way
- What estate documents should be in place to minimize uncertainty and disruption
- Key decisions to address in preparing your estate plan
- Choosing the appropriate agents and representatives
- How to plan for the cost of care as you age
- Types of insurance that are available to cover long-term care
- Techniques you can use to maintain control of your assets
- Tips on ways to minimize estate and gift taxes
You’ll also receive an estate planning checklist and will have plenty of opportunities to ask questions.
Your friends and associates are welcome to attend.
Join Us for Breakfast
Thursday, November 8, 2018
7:30 – 9:00 am
Sheraton Needham Hotel
100 Cabot Street, Needham, MA 02494
Sign up by Friday, October 26th to reserve your seat.
About the Speakers
John S. Murray, JD, Principal
GW & Wade, LLC
|John Murray joined GW & Wade in 1999 specializing in investment management, financial counseling and tax planning for high net worth and ultra high net worth individuals and families. John now has over twenty years of mutual fund and financial services experience. He holds a law degree from New England School of Law and is a General Securities Representative (Series 7) and Securities Agent & Investment Adviser Representative (Series 66). John is also a 5 year recipient of the Five Star Wealth Manager Award in Boston Magazine. Learn more about John at www.gwwade.com.|
Denise N. Yurkofsky, Esq.
Law Offices of Denise N. Yurkofsky
|Denise is a certified elder law attorney, specializing in estate planning, special needs planning, elder law and probate. She sits on the Board of the Massachusetts Chapter of the National Academy of Elder Law Attorneys. Denise is also a member of the Boston Estate Planning Council, the Massachusetts Bar Association and the Boston Probate and Estate Planning Forum. She’s been listed as one of the Top Women Lawyers for Massachusetts since 2012 in Estate Planning and Probate by Super Lawyers® and since 2009 has been included on the Annual Massachusetts Super Lawyers® list. To learn more about Denise, visit her website.
Matthew Goldwasser, Managing Partner, Insurance Advisor
Goldwasser & Company, LLC
|Matthew has 18 years of experience in advising clients in the areas of estate and business continuity planning. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Boston Estate Planning Council (BEPC) and is a Qualifying and Life member of the Million Dollar Round Table (MDRT). His primary focus is the design, implementation, and monitoring of life, long term care and disability insurance portfolios for individuals, high net worth families and small businesses. To learn more about Matthew, visit his website.|