What's New

FEBRUARY 3 PLANNING FOR LONG TERM CARE AND SPECIAL NEEDS TRUSTS
FEBRUARY 10 ESTATE PLANNING FOR NON TRADITIONAL FAMILIES
FEBRUARY 17 CHARITABLE OPTIONS FOR PRESERVING REAL ESTATE
FEBRUARY 24 ESTATE PLANNING FOR WOMEN

All Estate Planning Series are from 4 - 6 pm

FEBRUARY 3
Sponsored by Heritage Trust in collaboration with Plaza de Retiro Residence Council and Taos ARC
Most of us fear what might happen if we are stricken with a chronic disease or become disabled and the cost of our care exceeds coverage under our health insurance and/or exhausts our own personal estates. This seminar will provide information about the current landscape in the US for how to plan for long term care, including Medicaid, special needs trusts, long term care insurance and personal financial planning.

FEBRUARY 10
Sponsored by Heritage Trust in collaboration with the LGBT Fund
Families come in many forms. There are step families, intergenerational families in which grandparents are raising grandchildren, unmarried partners of the same or opposite genders, siblings who live together and support one another, and many others. The intestacy statutes do not recognize or support such families. Therefore, these families must develop their own estate plans.

FEBRUARY 17
Sponsored by Taos Charitable Property Foundation in collaboration with Taos Land Trust
Federal and state law provide enormous income tax opportunities for folks who make gifts of interests in land to certain charities. For those who love the land that they own, and want to preserve the character of the Taos community and the natural world around it, this is a must seminar.

FEBRUARY 24
Sponsored by People’s Bank in collaboration with the Women and Girls Circle Fund
Even though women have made tremendous gains, and some may be holding more wealth than ever before, it is important to highlight the special issues that affect both married and single women when it comes to estate planning. Come to this seminar to learn about areas of financial planning, government benefits, and inheritance that you need to know about.
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Click Here to RSVP via Email or Call 575-737-9300 Ext 20