How to be an Executor for Your Loved One’s Estate
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…
Events
12 events found.
Lunch & Learn Events
Events
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Zoom
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My Mom is in the Nursing Home: What Do I Need to Know?
ZoomThe decision to place an elderly loved one in a nursing home is often one of the most difficult decisions a family can make. Once your loved one has settled…
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Dementia Types: Development, Differences and Diagnosis
ZoomDementia 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…
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Senior Gadgets and Gizmos
ZoomFor 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…
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New Laws for 2023: Will They Affect my Estate & Long-Term Care Planning?
ZoomThe 2023 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 ZOOM link below…
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Celebrity Estates: The Good, The Bad, & The Ugly
ZoomMoney can't buy everything! Learn about those who could have had the best estate plan, 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 join us.
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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 the different types of advanced directives, which ones you need, and some that you may consider! Click on the link below to register.
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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. We will cover the Medicaid Asset Protection Trust (MAPT) planning strategies and the Veterans Asset Protection Trust (VAPT). Click on the link below to register.
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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 things you need to be aware of before signing on the dotted line. Join us as we discuss problematic contract clauses you may encounter, how…
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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 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…
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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 apply for Medicaid and receive assistance from the State and Federal Government. Please join us as we discuss Medicaid's eligibility and application process. Click on…
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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, as well as the goals, authority, rights of the respondent and alternatives to guardianship. Choosing a guardianship is costly, but it is the right choice…
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