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…
Blended families, same-sex couples, adoptions, older couples who have recently become parents and single-parent families are much more the norm in today’s “Modern Family”. Join us as we explore estate planning considerations for families in 2024 and beyond. Clink 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…
January 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. Join us to learn what these changes may mean for your estate plan as well as your executors, trustees and agents. Click on the link…
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.
