Estate planning can be complicated for anyone, let alone if you are in a non-traditional or same-sex relationship. It is so important to take the steps to ensure your loved ones will be protected when you're no longer here.
Michele Conti, Estate Planning attorney with Meyer, Unkovic & Scott, will lead this workshop, sponsored by The Musuneggi Financial Group, and help non-traditional couples and families make sense of their estate planning. Michele will discuss estate planning challenges often faced by people in non-traditional or same-sex relationships, and she will share proactive strategies for protecting yourself, your partner or spouse, your family, and your estate.
Date: Wednesday, September 9
Time: 6:00 p.m.
Location: 1910 Cochran Road, Manor Oak Two, Suite 520
RSVP: By September 4 to Chrissy Gipko at ChrissyG@MFGPlanners.com
Showing posts with label Estate Planning. Show all posts
Showing posts with label Estate Planning. Show all posts
Wednesday, September 2, 2015
Friday, August 21, 2015
Third Party Acting As Fiduciary
Tune in tomorrow at 11:30 a.m. to 101.5 WORD-FM to hear Michele Conti talk with Wendy Long, a Senior Care Advisor with Solutions for Independence, about the importance of an unbiased third-party acting as a fiduciary. This is very important in situations when an individual does not have a spouse, children, or the closest loved ones lives out of town. They will focus on how preplanning in this type of situation is so important.
Thursday, August 13, 2015
Next Radio Show
Tune in Saturday at 11:30 a.m. to 101.5 WORD-FM to hear Michele Conti continue her discussion from last week about gift tax rules with a focus on personal gifts such as gifts for newlyweds, college tuition, medical bills and how each are taxed.
Thursday, August 6, 2015
Radio Show - Gift Tax Rules
Tune in Saturday at 11:30 a.m. to 101.5 WORD-FM to hear Michele Conti discuss 2015 gift tax rules and how the annual exclusion and unified credit effect one’s estate planning strategies.
Friday, June 5, 2015
Who Needs An Estate Plan
Michele Conti’s article “Who Needs An Estate Plan” recently appeared in Biz570 by the Northeast Pennsylvania Business Journal. You can access the online version using this link.
Friday, April 3, 2015
Radio Show - Featuring Jess Krchmar of CareBuilders at Home
Tune in tomorrow at 11:30 a.m. to 101.5 WORD-FM to hear Michele Conti review the benefits of allowing the elderly to stay at home as long as possible. The show’s guest this week will be Jess Krchmar with CareBuilders at Home and she will discuss possible options and planning strategies.
Friday, March 27, 2015
Estate Planning & Elder Law Questions Answered
Tune in tomorrow at 11:30 a.m. to 101.5 WORD-FM to hear Michele Conti continue her review and discussion from last week of the most frequently asked estate planning and elder law questions.
Friday, February 27, 2015
Estate Planning For Blended Families
Tune in tomorrow at 11:30 a.m. to 101.5 WORD-FM to hear Michele Conti discuss the various estate planning options that may be used for a blended family. Understand what you need to plan for when multiple families are involved.
Friday, February 20, 2015
Estate Planning For Pet Owners
Tune in tomorrow to hear Michele Conti discuss the estate planning techniques available to pet owners. She will discuss what arrangements a pet owner can make upon their death or incapacity to ensure that the beloved pet will be cared for by someone the owner has chosen. The broadcast begins at 11:30 a.m. on 101.5 WORD-FM.
Friday, January 23, 2015
Importance of Estate Planning for Women
Tune in tomorrow at 11:30 a.m. to 101.5 WORD-FM to hear Michele Conti discuss the importance of estate planning for women. Whether you are a woman who is single, married, with children, or do not have children, learn about the documents and plans you should have in place.
Friday, January 9, 2015
Estate Planning Mistakes
Tune in tomorrow at 11:30 a.m. to 101.5 WORD-FM to hear Michele Conti discuss important updates for 2015, including the top estate planning mistakes people make and the steps one needs to take after a loved one dies.
Friday, November 28, 2014
Our Next Radio Show
Tune in tomorrow at 11:30 a.m. to 101.5 WORD-FM to hear Michele Conti discuss the “Top 10” things to consider and plan for to make your loved ones lives easier upon your passing.
Friday, November 14, 2014
Next Radio Show
Tune in tomorrow at 11:30 a.m. to 101.5 WORD-FM to hear Michele Conti discuss the importance of planning ahead, both financially and legally speaking, and the major pitfalls that await if you don’t.
Friday, November 7, 2014
Your Personal Estate Plan
Tune in tomorrow at 11:30 a.m. to 101.5 WORD-FM. Michele Conti will continue the discussion about why it is so important to have an open dialogue with your family about your personal estate plan documents and wishes. Her guest on the show will be Julia Kramer who is a Financial Literacy Educator and Financial Coach.
Friday, October 31, 2014
Personal Estate Plan Documents & Wishes
Tune in tomorrow at 11:30 a.m. to 101.5 WORD-FM. Michele Conti will discuss why it is so important to have an open dialogue with your family about your personal estate plan documents and wishes. Michele's guest on the show will be Julia Kramer who is a Financial Literacy Educator and Financial Coach.
Thursday, October 16, 2014
Radio Show - Pittsburgh Legal Issues
Tune this Saturday at 11:30 a.m. to 101.5 WORD-FM. Michele Conti will discuss recent changes in the law regarding your financial power of attorney, the Supreme Court's ruling on the validity of same sex marriage in Pennsylvania and the importance of updating your estate plan.
Friday, October 3, 2014
Drafting a Comprehensive Estate Plan
Tune in tomorrow at 11:30 a.m. to 101.5 WORD-FM. Michele Conti will discuss the importance of drafting a comprehensive estate plan to ensure your wishes are understood and enforced. Her guests from Charles Schwab will review the key steps needed in syncing your financial plan successfully with your estate plan.
Friday, September 26, 2014
Prenuptial & Postnuptial Marriage Agreements
Tune in tomorrow at 11:30 a.m. to 101.5 WORD-FM. Michele Conti will discuss the pros and cons of prenuptial and postnuptial marriage agreements. She will also review estate planning decisions to consider for a second marriage.
Friday, September 12, 2014
Estate Planning Myths
Tune in tomorrow at 11:30 a.m. to 101.5 WORD-FM. Michele Conti will discuss the many myths people have about estate planning. Listen and learn so that you too can develop the best plan for your individual situation.
Friday, September 5, 2014
Estate Planning Answers
Tune in tomorrow at 11:30 a.m. to 101.5 WORD-FM. Michele Conti will provide answers to the most commonly asked Estate Planning questions – from disinheriting a child to leaving everything to your pets. You may be surprised by some of the answers.
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