Farmington Public Schools

Connecticut is one of the top 3 states with the highest nursing home and long-term care costs, making it essential to protect what you've worked hard for—ideally while staying in your own home. In this program, we will help you understand how to safeguard your assets and position yourself to age in place. You will learn about Medicaid and other state public benefits, as well as strategies for married and single individuals to protect their assets. All participants will receive an informational booklet on long-term care planning, crafted by our estate planning and elder law firm.

Do you have the information you need to make decisions about your financial goals? In this 4‑week financial workshop, you'll learn key principles of saving and investing, as well as specific strategies to help you reach your long‑term financial goals. We will cover topics such as personal budgeting, the importance of developing an investment strategy, common investing mistakes and how to avoid them, and how to translate your retirement vision into tangible goals. We will also review the basics of estate planning so you can consider the options that make the most sense for your specific situation.

Do you have a strong and up-to-date estate plan? If the answer is ‘no’, this task should be at the top of your to-do list. An estate plan provides a legally documented roadmap to ensure your wishes are followed and your loved ones are cared for if you cannot manage your financial, health, or legal affairs. This session covers key documents such as wills, powers of attorney, advance directives, trusts, and beneficiary designations, explaining their purposes and powers. Learn what happens without a will, how to choose your power of attorney and health care agents, and common estate planning mistakes to avoid. All participants receive an easy-to-understand estate planning guidebook written by our attorneys.

Social Security rules change frequently, so what you thought you knew may no longer apply. When is the best time to start collecting Social Security? How do you apply, and how do your spouse's benefits affect yours? This course covers the basics of Social Security andhow to coordinate it with other retirement income sources. Learn strategies for maximizing your benefits and minimizing taxes on your Social Security. Bring your questions as we explore your options in making this important financial decision. Instruction will be held via "Start Meeting." After registration, participants will receive a confirmation email with the link and instructions.

Wondering what trusts are and how they can benefit you? Learn how trusts can help protect your assets, minimize taxes, and provide for your loved ones. In this program, you’ll learn how different types of trusts work, when they may—or may not—be appropriate, and the benefits they offer, including preserving public benefits, supporting beneficiaries with special needs, and potentially avoiding probate. Whether you’re new to trusts or have some familiarity, you’ll leave with a clear, practical understanding of these valuable planning tools. Each participant receives an informational booklet prepared by our estate planning and elder law firm.