What are Powers of Attorney & How Do I Use Them?
ZoomWhen the unexpected happens, having Powers of Attorney documents in place can make a difference in getting the care and treatment you want and need. Join us to learn about…
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Lunch & Learn Events
Protecting Your Assets From the Cost of Long-Term Care
ZoomYou need care. We have got options! Join us to get a better understanding of long-term care needs, costs, and up-to-date planning options that will protect your hard earned dollars.…
FREE
Caregiver & Senior Housing Contracts: What You Need to Know Before signing on the Dotted Line
ZoomWhether you are hiring a new caregiver or are moving into a senior housing facility, you will most likely be presented with a contract to sign. There are a few…
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What is Your Plan B?
ZoomPlan 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…
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Medicaid 101
ZoomLong-term care in a skilled nursing facility is very expensive and most people are not able to sustain the cost for very long. An alternative for many people is to…
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Guardianship 101: When is it the Right Choice?
ZoomJoin us as we discuss the different types of guardianship and the responsibilities that go along with each one. We will talk about the basic requirements to becoming a guardian,…
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Special Needs Planning & Public Benefits
ZoomJoin 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…
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Caregivers Toolbox
ZoomCaregiving may be one of the hardest roles you will face in your lifetime. It’s not easy, and most are never prepared for it. Being a caregiver for a loved…
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New Laws 2024: Will They Affect my Estate and Long-Term Care Planning?
ZoomThe 2024 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…
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Nine Huge Estate Planning Mistakes
ZoomEveryone should have an estate plan, including at least a will, a living will/health care proxy, and probably a durable power of attorney. Most people would agree that this basic…
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The Illinois Trust Code Revisited
ZoomThe new Illinois Trust Code, which became effective on January 1st, 2020, impacts how trusts are administered in Illinois. Join us for an overview of what these changes may mean…
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Protecting Your Assets From the Cost of Long-Term Care Planning
ZoomIf you're concerned about how to protect your assets from nursing home costs, you're at an advantage if you can plan at least five years out. But there are other…
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