How to Fulfill Your Role as Trustee
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…
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Events List
10 events found.
Events
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Zoom
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Advanced Directives: Planning for Life’s Unexpected Turns
ZoomWhen 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…
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Mom is in The Nursing Home, What do I Need to Know?
ZoomOnce 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…
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Caregiver Support: You Don’t Have to do it Alone
ZoomEmotional, 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…
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New Laws for 2025: Will They Affect My Estate Planning and Long Term Care Planning?
ZoomJanuary 1st always results in new laws. The good news is that it does not need to be complicated or confusing to figure out how it applies to your individual situation.…
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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, but missed the boat in protecting their financial and personal assets. Find out how a…
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10 Things in Estate Planning You Never Knew You Needed
ZoomWho 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…
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Practical Guide to Long Term Care Planning
ZoomThe 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…
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Housing Options: Are They All Nursing Homes?
ZoomYesteryear 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.
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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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