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New Laws for 2023: Will They Affect my Estate & Long-Term Care Planning?

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The 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

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Money 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?

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When 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

Zoom

You 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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What is Your Plan B?

Zoom

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…

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Medicaid 101

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Long-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?

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Join 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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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.-

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Enjoying the Holidays With a Dementia Diagnosis

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The holidays can be a time of stress for any family. But when you add in a loved one with dementia, these times can be even more intense. The lights, music, and hustle of the season can be overwhelming for a person with dementia when we want to include them in celebrations. Join us for…

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Caregivers Toolbox

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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…

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