• Special Needs Planning & Public Benefits

    Zoom

    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.

    FREE
  • Caregivers Toolbox

    Zoom

    Caregiving 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 one takes a lot of time, effort and work, and can be physically and emotionally draining. Join us in this discussion as we share tools…

    FREE
  • New Laws 2024: Will They Affect my Estate and Long-Term Care Planning?

    Zoom

    The 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 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…

    FREE
  • Nine Huge Estate Planning Mistakes

    Zoom

    Everyone 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 planning is needed, and yet many people don’t. Join us as we learn about the nine common estate planning mistakes people make and suggestions for…

    FREE
  • The Illinois Trust Code Revisited

    Zoom

    The 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 for your estate plan as well as your trustees and beneficiaries. Click on the link below to register.  

    FREE
  • Protecting Your Assets From the Cost of Long-Term Care Planning

    Zoom

    If 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 things you can do if a nursing home is in your immediate future, too. Get a better understanding of long-term care needs and costs, and…

    FREE
  • Medicaid 101

    Zoom

    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…

    FREE
  • How to Avoid the Difficulties of Probate

    Zoom

    No one enjoys thinking about their own death. A little advanced planning can help to avoid the difficulties of probate and ensure that your family is well cared for, even…

    FREE
  • How to Fulfill Your Role as Trustee

    Zoom

    Have you recently been named as a trustee or successor trustee for someone’s trust? If thoughts like, “Help! What am I supposed to do?” are going through your mind, you…

    FREE