Creating a Legacy of Giving: How to Incorporate Charitable Strategies into Your Estate Plan
This Seminar will focus on the different strategies to provide for charitable giving which will include: 1. The Bequest Strategy a. What is a Bequest?...
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Peace Through Planning: How To Ensure Family Harmony After Your Passing
Questions That Will Be Answered In This Seminar: Do you have a detailed plan for your burial/memorial services or are you trusting that "your family...
Estate Planning 101: The Key Foundations for Starting, Updating, and Protecting Your Wishes
Questions That Will Be Answered In This Seminar: What are the 3 essential Estate Planning Documents that everyone over 18 should have on their Estate...
The 3 Essential Documents Every Adult Over 18 Needs for Protection and Peace of Mind
Questions That Will Be Answered In This Seminar: What the 3 essential Estate Planning Documents that everyone over 18 should have on their Estate Planning...
Hospice Demystified: 7 Essential Facts to Break Stigmas and Empower Informed Choices
Questions That Will Be Answered In This Seminar: What is Hospice? Hospice is not? How is Hospice different than Palliative Care? When is it time...
Probate: Exploring the Good, the Bad, and the Ugly
Questions That Will Be Answered In This Seminar: What is Probate? What are the "costs" of Probate? Why do you want to avoid Probate? How...
Don’t Go Broke: How to Use Medicaid Strategies for Long-Term Care Before You Lose It All
Questions That Will Be Answered In This Seminar: What is Medicaid? What are the eligibility requirements for Medicaid-Nursing Home? What is a “resource”? What is...
Planning and Protecting Your Final Wishes: Integrating Estate and Funeral Planning
Questions That Will Be Answered In This Seminar: How can you declare funeral wishes within your estate planning documents? What is the difference between Funeral...
The Estate Planning Journey After a Dementia or Alzheimer’s Diagnosis: Avoiding the Common Mistakes with Key Strategies
Questions That Will Be Answered In This Seminar: Does your Health Care Power of Attorney contain the right language? Are you specific enough in your...
Guardianships & Conservatorships: Weighing the Benefits and Drawbacks
Questions That Will Be Answered In This Seminar: What is Guardianship? What is Conservatorship? How they are different? Common situations when a family member or...
