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 are not alone! Trustees bear a great responsibility in ensuring that a trust is handled properly. During this presentation, we will provide an overview of…
When the unexpected happens, having advanced directive documents in place can make a difference in getting the care and treatment you want and need! Learn about the different types of advanced directives, which ones you need, and what you need to consider! Click on the link below to register.
Once your loved one has settled in a long-term care facility, advocating can feel like navigating through a maze, especially if you don’t live close by. Join us as we discuss advocacy tips to ensure the best possible outcomes for your loved one. Click on the link below to register.
Emotional, mental, and physical exhaustion. If you are a caregiver, you have likely experienced any or all of these types of exhaustion, which are due to the prolonged and overwhelming stress of caregiving. During this presentation we will share tools and resources to assist the caregivers in your life. Click on the link below to…
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…
