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· 1 hour

How to Avoid the 5 Most Common Estate Planning Mistakes

Thursday, May 27, 2021 · 12:30 p.m. · Eastern Time (US & Canada)
About This Webinar

Collier Financial in conjunction with Rutkowski Law Firm invites you to join us for this FREE Virtual Event! Our featured speaker will be Michael Rutkowski, Expert Estate Planning and Elder Law Attorney. He will share valuable and timely information that will better prepare you and your family for the uncertainties of the future. Find out if you are protected from these estate planning mistakes:

• QUALIFYING FOR MEDICAID: How can you protect your home and retirement nest egg from nursing home costs?

• PRESERVING YOUR MEDICAID ELIGIBILITY: Which activities should you avoid to not disqualify yourself from Medicaid benefits?

• TRADITIONAL ESTATE PLANS: Why won’t traditional estate plans help with nursing home costs and which type of plan will?

• THE FIVE-YEAR LOOK BACK: How does the five-year look back work and why is planning early vital to protecting your assets?

• PROBATE & ESTATE RECOVERY: Ho​w does Probate Court work, and more importantly, how can you avoid it altogether?

Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter Caleb Collier

Caleb Collier

Vice President of Collier Financial
As an Investment Adviser Representative, Caleb is passionate about educating individuals and families across the country on strategies to assist them in enjoying the most confident retirement possible.
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Webinar hosting presenter

Michael Rutkowski

Founder, Rutkowski Law Firm
Michael Rutkowski is an expert in estate planning and elder law and his practice is one of the largest and most trusted in the state of Michigan. Michael has made it his mission to create a unique and satisfying client experience, one where clients know they are a part of the Rutkowski Law Firm family for life.
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Collier Financial webinar platform hosts How to Avoid the 5 Most Common Estate Planning Mistakes

Collier Financial

Collier Financial is a name that represents the very family that supports our Clients. Since 1990, our local family owned company has developed relationships and trust with thousands of individuals. We are an independent firm that is not captive to a broker dealer or corporate agenda. We work for you and no one else. With our team of Investment Adviser Representatives who operate under a fiduciary standard of care for our Clients, and an administrative staff diligently working on your behalf, you will always feel like you are a part of something that makes a difference in your life.
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