Aging in Place: Pitfalls & Remedies
Questions That Will Be Answered In This Seminar: What is Aging in Place? What are the statistical trends for Agign in Place? What are the...
10 events found.
Events
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...
Becoming the CEO of Your Parent’s Life: Cultivating the Right Mindset for Family Caregiver
Questions That Will Be Answered In This Seminar: What is the CEO/CFO Blueprint Vs. “Parent Of Parent” Model Of Caregiving? What are some mistakes that...
Trusts as Alternatives to Wills
Questions That Will Be Answered In This Seminar: What are the 3 key negative to Probate? What are the 6 main reasons for a Trust?...
Special Needs Trusts 101: Key Estate Planning Strategies and How to Avoid Common Pitfalls
Questions That Will Be Answered In This Seminar: What is a Special Needs Trust? Why would you want to create a Special Needs Trust? What...
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...
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...
Creating a Legacy of Giving: How to Incorporate Charitable Strategies into Your Estate Plan
Questions That Will Be Answered In This Seminar: Focus on the different strategies to provide for charitable giving which will include 1) The Bequest Strategy...
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...
