Wednesday, February 21, 2018

Michelle Beltrano and Karen Goersch will lead a practical discussion on common pitfalls and current opportunities in estate and financial planning. The objective is to ensure such plans accomplish the intended goals. Michelle will talk about myths and surprises about estate planning documents. She also will explain how to start the conversation of estate planning with loved ones. Finally, she will cover the cost of settling an estate in Connecticut and what to expect from the probate process. Michelle lives in New Canaan with her family and is principal and founder of Beltrano Law, a boutique firm located in Greenwich. Her practice areas include estate planning, elder law, special needs, probate matters and estate administration. Michelle represents individuals and families who are dealing with complex matters, including Medicaid eligibility and applications, long-term care planning, will contests and trust administration. As an attorney and nurse, Michelle has unique insight into her clients’ situations and provides individualized, concierge services.

 

Karen Goersch will provide several tips to help ensure that clients effectively implement their estate plans and meet financial goals, such as the titling of assets, beneficiary review and gifting strategies. She also will discuss selecting which assets to deplete first, considering future estate and income tax implications. She will show how to use insurance as a tax-planning strategy to potentially eliminate the IRS as one of the biggest beneficiaries. She is a financial advisor with Ameriprise Financial in its Westport office and holds several professional designations, including CPA. She works with a team of professionals to develop personalized financial plans and investment solutions, helping clients simplify complex issues, often with a focus on tax minimization and efficiency. Karen moved to Rowayton a year ago after living in Darien with her husband and twins for more than 20 years.

 

Arranged by John Wolcott