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Event Calendar
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#1 by Bill Baylis on July 6, 2010 - 10:08 pm
This is a great “free seminar”. I will be sure to take advantage of this. I have to admit that I’m clueless on trusts. Even though I have one set up for my children. It’s never to late to learn.
#2 by Craig A. Andreoli on July 8, 2010 - 2:21 pm
Bill:
You are not alone. Many people are “talked into” having a trust, without understanding exactly why they needed it, or whether there were alternative means to a trust.
We are goal oriented, so we only recommend a plan that will meet the goals that the client has expressed. We also pride ourselves on our consultation. Whether it takes 10 minutes or 2 hours, we do our best to make sure that our clients understand exactly what the plan is and how the documents help achieve that plan.
#3 by Jean Summit-Riker on July 11, 2010 - 8:57 am
I attended Craig’s last seminar and it was filled with wonderful information. This is a free “don’t miss” opportunity to learn about trusts. Remember a trust has no value if it isn’t properly structured. Don’t find out that your trust isn’t going to hold up, when it’s too late.
#4 by Paul M DePalo on July 11, 2010 - 9:13 pm
I will put this on my calender. I know or i should say i think i know about them. I learned from my farther in law how important it is to protect yourself. he was a wise man and planned with an elder law lawyer and i must say Craig you do a great work with this type of law . if my father in law did not protect himself “UNCLE SAM ” would have stepped right in.
#5 by Jean Summit-Riker on July 18, 2010 - 9:24 am
Craig,
There is nothing worse than finding out that you trusted a “Trust” that failed to do what it was designed to do, and now your faced with the problems you thought you had eliminated. Could you comment on how trusts incorrectly structured can cause more problems?
#6 by Laurinda handlik on July 19, 2010 - 10:41 am
There is so much to know about this subject. I was clueless until I heard Craig speak on several subjects and it scared me. I am hoping to make this seminar and I am going to post it for others to attend.
#7 by Stacy Luft on July 21, 2010 - 2:01 pm
I’m looking forward to learning about trusts from you at the seminar!
#8 by Stephanie Ethe on July 22, 2010 - 3:06 pm
I attended Craig’s last 2 seminars and I am looking forward to attending this one. I am hopeing to bring my Mother-in-law because she is thinking of changing her current estate plan. Knowledge is power and it helps us to make more informed decisions and then if you have someone like Craig to clarify things for you and make recommendations than you can truely protect yourself and your family in the future.
#9 by Bob Saginario on July 29, 2010 - 11:12 am
Everyone owes it to themselves to be educated on what they can do to protect their hard earned money!