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  • Adult Learning

Lunch & Learn

  • Tuesday, November 19
  • 11:40 AM to 12:40 PM
  • Program Leader: Mel Warshaw
Lunch and Learn

Essential Lifetime Financial Planning, led by Mel Warshaw

*“If” Massachusetts will remain your state of domicile what legal documents should you execute and update? (Will, Revocable Living Trust, Durable Power of Attorney, Health Care Proxy) If you plan to relocate to Florida what steps must you take to sever domicile in Massachusetts and establish domicile in Florida? Why Florida? What is the Massachusetts estate tax? What is the Federal estate tax? Can I avoid Massachusetts income tax while remaining a Massachusetts resident?

*What are the advantages and disadvantages of a Revocable Trust in Massachusetts? Should I fund the RLT during life? Who pays the income tax for the RLT? What happens upon the death of the creator (settlor) of the RLT?

*What are the advantages and disadvantages of a Family Trust after death? What is the purpose of the Family Trust? What are the nature and value of the assets to be held by the Family Trust? What skills should be considered in selecting a trustee? Should family members or outside professionals fill the role of trustee?

*What is the role of family dynamics in estate planning? What steps should be taken if a family member plans to get married? What steps should be taken if a family member is getting divorced? With the rise of Alzheimer’s and other cognitive mental health issues, how do you plan for a long period of legal incapacity?

About Lunch & Learn:
Lunch & Learn is a lay-led series of programs on wide-ranging themes. Speakers include TBE clergy, staff and congregants. Lunch & Learn is a great way to meet new friends and stay connected with folks you know.

Lunch & Learn Dates: October 15 & 29, November 5, 12 & 19, December 3, 11:40 am-12:40pm