The 2025 Estate Planning Laws will affect most Americans. This is all pretty confusing, and it can be complicated to figure out how it applies to your individual situation. Join us to learn what these changes may mean for your estate plan as well as your trustees and beneficiaries. Click on the link below to…
Money can't buy everything! Learn about those who could have had the best estate plan, but missed the boat in protecting their financial and personal assets. Find out how a proper estate plan can protect what really matters even if you are not a celebrity. Click on the link below to register.
Who is going to take care of my beloved family pets when I die? What documents need to be in place before my teen leaves for college? Where do I store my Estate Planning documents for safekeeping? What can I do with the timeshare I no longer need? These are just a few of the…
The majority of people will need long term care at some point in their lives. Would you know where to begin when it comes to selecting a community or figuring out how you will pay for the monthly fees? You have worked your entire life to amass your retirement savings and now it appears it…
Yesteryear offered two housing options for seniors: your own home or a nursing home. Today there are many options and the list continues to grow. Learn the differences between the various types of communities and facilities, including monthly fees, up-front costs, contracts and questions you should ask. Click on the link below to register.
Plan A usually includes spending our last dollars and dying peacefully in our sleep. But Plan A rarely happens. Plan B might include getting care in your home, moving to a nursing home, or anything in between. Join the discussion to learn how to develop your own Plan B and maximize your goals. Click on…
Join us for this informative discussion to learn how special needs planning strategies can maximize quality of life for a disabled person and also protect them from exploitation. You will leave with a better understanding of special needs trusts and public benefits available for the disabled. Click on the link below to register.
Wrapping up the affairs for a loved one who has died may leave you feeling overwhelmed - especially when you are still grieving. Being named executor in a will can be a big job. Join us as we walk you through the process and share tips on how to get the job done right. Click…
Long-term care in a skilled nursing facility is very expensive and most people are not able to sustain the cost of it for very long. An alternative for many people is to apply for Medicaid and receive assistance from the State and Federal Government. Join us as we discuss Medicaid’s eligibility requirements and application process.…
For seniors with cognitive or physical impairment, high-tech safety devices have evolved into user friendly must haves. In this presentation, we will consider different types of technology and gadgets that can increase your loved one’s safety and independence, along with your own peace of mind. Click on the link below to register.
Most may be unaware of the existence of Veteran’s benefits, but once discussed, the myriad of options can be overwhelming. Join us as we cover the types of benefits available, as well as coverage and application procedures. Click on the link below to register.
Dementia has a way of never touching just one person. It takes over the mind of the sufferer and the life of the caregiver, one subtle backward step at a time. But there is hope! Whether your life is touched by dementia or not, join us for this very informative workshop covering the development, differences,…
