“Estate Planning While Living at a Life Plan Community” Seminar

Helping Life Plan Residents Protect Their Future with Confidence

Making the move to a Life Plan Community is a major milestone, full of new opportunities, but also new questions. That’s why Bellomo & Associates will be joining us at Homestead Village to offer a free educational workshop designed specifically for individuals and families living in or considering a Life Plan Community.

The “Estate Planning While Living at a Life Plan Community” Seminar helps future residents understand the legal and financial implications of their move and how to make the most of it with a strong, future-focused plan. This session goes beyond traditional estate planning to address the real-world challenges and decisions faced in a retirement community setting.

Led by an experienced team member at Bellomo & Associates, this workshop reveals:

• Why estate planning is about more than just taxes
• Common estate planning missteps that create confusion for families during health changes or incapacity
• The importance of keeping your planning aligned with your Life Plan Community and up to date to ensure it functions as intended
• How to choose the right legal tools, wills, powers of attorney, and trusts, and understand what each does (and doesn’t)

Event Information: