Senior Voices: Wills, Trusts and Managing Wealth in Retirement

The Ridgefield Commission on Aging is pleased to invite local seniors to the Senior Voices presentation on Tuesday, January 13th from 1:00-2:30 PM. The talk will focus on legal and tax issues that are important for seniors. Come to learn everything you need to know and get your questions answered by experts.

Hosted at the Ridgefield Library, this informative session will be presented by J Glen Wagstaff, an award-winning attorney in estate planning law and the managing partner of Inter Vivos, PLLC, the nation’s largest estate planning law firm. Glen will share his expertise on:

1. Protecting Your Legacy & Keeping Your Family Out of Probate

• The real difference between wills and trusts
• How to avoid probate and protect the home
• Ensuring wishes are honored (medical, legal, financial)
• Common estate mistakes seniors don’t even know they’re making

2. Tax-Smart Retirement Strategies

• How to lower taxes in retirement
• Social Security and RMD mistakes
• Avoiding the “Widow’s Tax Penalty”

3. Healthcare Wishes, Long-Term Care & the Medicaid 5-Year Look-Back

• Medicaid planning and how to avoid the 5-year spend-down trap
• Protecting the home and savings from long-term care costs
• Healthcare directives, powers of attorney, HIPAA
• “Right-sizing” your home and finances as life changes

Glen Wagstaff will be joined by Drew Berman, an international speaker, peak performance strategist and best-selling author. Drew collaborates with Glen to revolutionize the landscape of estate planning. His most recent book is “Go All In: Your Blueprint for Wealth, Legacy and Financial Freedom”.

Senior Voices is a free event and hybrid program. Individuals may attend in person or register via Zoom through the library. Participants are invited to enjoy light refreshments and conversation following the program.