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…
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.
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.
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.
Whether you are hiring a new caregiver or are moving into a senior housing facility, you will most likely be presented with a contract to sign. There are a few things you need to be aware of before signing on the dotted line. Join us as we discuss problematic contract clauses you may encounter, how…
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…
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…
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…
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.-
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…