Steinbacher, Goodall & Yurchak owner and founding shareholder, Julieanne E. Steinbacher, Esquire, CELA*, was honored with the Pennsylvania Bar Association’s (PBA) C. Dale McClain Quality of Life/Balance award recently during a ceremony in Harrisburg, Pa.
The annual award is named after C. Dale McClain, the 114th president of the PBA, and one of the founding members of the Quality of Life/Balance committee. McClain’s career focused on educating attorneys on the importance of maintaining a healthy quality of life/balance while practicing law.
Each year, the PBA presents the award to a Pennsylvania attorney who has made significant contributions to identifying issues relevant to balancing the professional and personal lives of their peers, as well as assisting attorneys in maintaining and improving their overall quality of life.
Constructing an Estate Plan that Prepares for Likely and Unlikely Events Subject of Podcast Episode 11
COVID-19 has disrupted many aspects of everyday life and things many took for granted prior to March. Aside from stocking up on various supplies that ran out earlier this year, what else can you do to prepare for unlikely events like a once-in-a-century global pandemic? More to the point, what can you do to prepare for things that are far more likely to occur and much sooner? In episode 11 of the Second Half of Life podcast, Attorney Brittany Smith and Long-Term Care Planner Tammy Zilske talk about constructing an estate and long-term care plan that will protect your assets and leave you prepared for whatever life and the world has to throw at you in the future. Emergency and financial preparedness, a wise investment strategy, common mistakes to avoid in retirement planning, choosing the right decision makers and much more are discussed in this edition of the podcast.
This episode is an audio recording of a virtual seminar originally presented on June 10, 2020. This and other episodes of the Second Half of Life podcast can be accessed on the Steinbacher, Goodall & Yurchak website, as well as on several podcast directories. The podcast is also available on most podcast platforms, including Apple Podcasts, Spotify, TuneIn + Alexa, iHeartRadio, Stitcher, Podcast Addict, Google Podcasts, Podchaser, Deezer, Listen Notes, Bullhorn, Overcast, Pocket Casts, Castro and Castbox.
Attorneys and other staff members from Steinbacher, Goodall & Yurchak conduct a number of speaking engagements each month, including speaking at the firm's own seminars and outside events. Here's a summary of the firm's speaking engagements from the second quarter of 2020 (April - June), which coincided with the move to virtual events due to COVID-19. If you weren't able to attend, or even if you were but would like to hear the presentation again, you're in luck. One of the positive things that has come out of the need to shift to virtual, is we are now able to record all of our virtual seminars and put them up for anyone to view later at their convenience. If you're interested in learning more about any of the topics outlined below and how it applies to your individual situation, please call the firm at 1-800-351-8334 for a free consultation. Visit the seminar page for a list of upcoming seminars.
On April 2, Brittany O.L. Smith, Esq., and Long-Term Care Planner, Certified Medicaid Planner™, Tammy Zilske, presented “What’s in Your Pot O’ Gold.” Brittany and Tammy helped attendees learn the facts about trusts as the firm transitioned to virtual events due to the COVID-19 pandemic. View replay
On April 5, Julieanne E. Steinbacher, CELA*, presented a virtual seminar on the CARES Act. Julie explained how this new legislation applied to small business owners and how they can best utilize its terms for the benefit of both themselves and their businesses. View replay
Landon Hodges, Esq., and Julie presented virtual client update seminars on April 21 and 22. The firm held these client update seminars to inform current wealth protection planning clients of changes in the law and how it may affect them, specifically the provisions addressed under the SECURE Act. View replay