SGY in the Community - Summer 2020
Each quarter, members of the Steinbacher, Goodall & Yurchak team routinely particpate in community events. Here's a summary of the various activities that SGY representatives took part in during the third quarter of 2020 (July-September). While overall events were down from previous years due to COVID-19, the gradual reopening of the state following the spring shutdowns allowed for some limited opportunities to attend (or host) community events outdoors while the weather was nice.
On August 13, Attorney Landon Hodges graduated from Leadership Lycoming. Leadership Lycoming is a specialized training program organized by the Williamsport/Lycoming Chamber of Commerce that is designed to understand the needs of the community it serves and develop and motivate effective leaders who are committed to utilizing their skills and talents for the betterment of their community. Landon is the latest of several current SGY team members to have gone through the Leadership Lycoming program, and the firm is proud of Landon’s dedication to our community and congratulate him and the rest of the Class of 2020 for a job well done!
On September 10, the firm hosted a Williamsport/Lycoming Chamber PM Exchange networking event where attendees were able to tour the newly renovated Williamsport office and learn how estate planning can provide them peace of mind. Fine food and spirits including pulled pork sliders, nachos with all the fixings, cheeses, fruits, veggies, and dips were enjoyed by guests and washed down with specialty cocktails such as the Beaten COVID-19 Mule and When Life Hands You Lemons. Firm employees and event guests were thrilled to get away from their computer screens and socialize with colleagues – of course, while wearing masks and maintaining a safe six-foot distance! A ribbon-cutting ceremony was held prior to the start of the event to celebrate the completion of the firm’s office renovation project.
Podcast Episodes 24-30, 32, Focus on Different Aspects of Trusts, All Under Four Minutes
Another series of short podcast episodes, this time a total of eight and all under four minutes in length, all focus on different aspects of setting up and managing trusts. This series makes up Episodes 24-30 and Episode 32, and all of these are short clips from a virtual happy hour event, "Wine & Wills," originally held on July 22, 2020, featuring Attorney Landon Hodges and Long-Term Care Planner Kristin Daugherty. Among the trust-related topics discussed in this series are managing a trust after it is set up, making charitable donations before and after setting up a trust, paying a trustee, adding more assets to a trust after it is initially set up, using a trust to avoid probate, and more.
Links to each individual episode are below, and they can be found, along with all other episodes of the Second Half of Life Podcast, 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.
Episode 24 - Managing a Trust After it is Set Up
Episode 25 - Making Charitable Donations Before and After Setting Up a Trust
Episode 26 - Paying a Trustee
Episode 27 - Adding New Assets to a Trust After it is Set Up
Episode 28 - Putting Land, Oil or Gas Royalties or Leases Into a Trust
Episode 29 - What Happens When a Trustee Lives in Another State, and What About Inheritance Tax
Episode 30 - Using a Revocable Trust to Avoid Probate
Episode 32 - What to Put Into a Trust
SGY Speaking and Seminar Recap - Summer 2020
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 third quarter of 2020 (July - September). As with the second quarter, all of these events were virtual due to the current circumstances in our communities. If you weren't able to attend, or even if you were but would like to hear the presentation again, you're in luck, as many of our virtual seminars and events are now recorded for anyone to view or listen to 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 July 15, Attorney Julie Steinbacher, CELA*, teamed up with Kevin Jameson, the founder of the Dementia Society of America, to virtually present The Dementia Action Plan: 7 Steps to Take in the Face of Dementia. This presentation covered everything from a Dementia diagnosis and health prevention tips to government benefits available for care. Most importantly, Julie and Kevin offered action steps to take sooner rather than later if you or a loved one are at risk of Dementia. Due to copyright, we are unable to offer a recording of this entire seminar, but Julie's brief presentation on Powers of Attorney, which followed the presentation by Kevin, can be viewed.
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