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Seminar Descriptions
How to Communicate Your Final Wishes to Loved Ones Before a Crisis Strikes
Thursday, April 15, 1-2:30 p.m.
Join us for a free virtual meeting on How to Communicate Your Final Wishes to Loved Ones Before a Crisis Strikes. An Emergency Room visit is not the time to designate a Power of Attorney!
End of life decisions are inevitable. Sooner or later, we all will be faced with this daunting challenge. When the time comes, your family wants to make the right decision. You will learn:
- How to talk with your family and health care professionals about your wishes
- Why timing matters (don't assume you have time)
- Appointing dependable and competent agents
- Reviewing currenty legal documents (do you know the last time they were updated?)
- Hospice and palliative care - know your options!
Hosted by: Dr. Alexander R. Nesbitt, Geriatrician, UPMC Susquehanna, and Julie Steinbacher, Esq., CELA*
* Certified as an Elder Law Attorney by the National Elder Law Foundation
When the Diagnosis is Dementia: Three Action Steps You Should Take Right NOW!
Monday, April 26, 10-11:30 a.m.
Join us for a free virtual meeting on When the Diagnosis is Dementia: Three Action Steps You SHould Take Right NOW! Don't allow an Alzheimer's or Dementia diagnosis to devastate your life savings!
If you or a loved one has been diagnosed with Alzheimer's or Dementia, there is not more time to waste. The clock is ticking! With every passing second, more financial resources may be exploited. Avoid becoming paralyzed by the situation amidst feelings of fear or grief. Join us as we reveal:
- Answers to top questions about legal, tax, financial and care concerns
- How to maintain control of your life, assets and decision-making
- Emotional and psychological support services - you're not alone in this journey!
- Ways to prevent caregiver stress
- Valuable connections to make a difficult time more manageable
- Why it's never too early (or too late) to start your planning
Hosted by: Jenna L. Franks, Esq., Kristin Daugherty, Long-Term Care Planner and Certified Medicaid Planner™, and Holly Reigh, Dementia Care Planner
How to Plan Ahead for Retirement to Achieve the Second Half of Life of Your Dreams
Wednesday, May 12, 4-5:30 p.m.
Join us for a free virtual Happy Hour on How to Plan Ahead for Retirement to Achieve the Second Half of Life of Your Dreams. Get your head down from the clouds and learn how to make a successful retirement a reality!
Does the thought of retirement spawn a tornado in your head? Are you concerned about what storms may lie ahead in the not-too-distant future? Relax. With proper legal planning, your forecast will be mostly sunny! Grab your favorite bottle of wine or other beverage and plan to attend this informal discussion from the safety of your kitchen, dining or living room. Get these and other questions answered:
- Have I saved enough?
- What if my spouse requires care in a nursing home - can we afford it?
- Should I give my home to my children for $1?
- When can I start drawing from my IRA or VA pension?
- What is the best strategy for gifting money to my church or local non-profit?
Hosted by: Landon Hodges, Esq., and Tammy Zilske, Long-Term Care Planner and Certified Medicaid Planner™
Three Secrets to Managing a Health Care Crisis Without Destroying Family Relationships
Tuesday, May 25, 1-2:30 p.m.
Join us for a free virtual meeting on Three Secrets to Managing a Health Care Crisis Without Destroying Family Relationships. Avoid unneccesary arguments (and financial ruin) resulting from a sudden fall, stroke or unexpected illness!
A surprising need for nursing home care or even in-home care could create enormous economic and emotional hardships for you and your family. Keep your loved ones glued together during tumultuous times with advanced care planning. Topics to be discussed include:
- How to extinguish sibling conflict before it ignites
- Critical communication channels to keep open - life is a dialogue!
- Why you should dust off your Power of Attorney (do you even know where it is?)
- Available payment options that may help you save thousands $$$
- How to use a trust to shield your assets from being taken by the nursing home
Hosted by: Brittany O.L. Smith, Esq., CELA* and Tammy Zilske, Long-Term Care Planner and Certified Medicaid Planner™
* Certified as an Elder Law Attorney by the National Elder Law Foundation
Simple Solutions to Keep Assets Safe from Nursing Home Costs
Thursday, June 10, 10-11:30 a.m.
Join us for a free virtual meeting on Simple Solutions to Keep Assets Safe from Nursing Home Costs. A nursing home or rehab stay does not have to wreck havoc on your second half of life!
Believe it or not - there are flexible payment strategies available to cover the rising costs of long-term care, even if you or a loved one have already been admitted to a nursing or assisted living facility! Get these and other questions answered:
- How do I keep the nursing home from taking my house?
- What taxes should I be worried about (are any avoidable)?
- Will my spouse and beneficiaries have enough funds to pay the bills?
- What happens to my assets if I don't have a plan in place?
- Can pre-planning really save my family from experiencing financial collapse?
Hosted by: Jenna L. Franks, Esq., and Kristin Daugherty, Long-Term Care Planner and Certified Medicaid Planner™
How to Craft an Effective Estate Plan Without Starring in Family Feud
Wednesday, June 23, 10-11:30 a.m.
Join us for a free virtual meeting on How to Craft an Effective Estate Plan Without Starring in Family Feud.
Survey says....it's time to put your wishes in writing.
Just like the classic game show, we took a poll on how best to avoid family feuds. The top survey answers are on the board, and they all indicate peace of mind comes from properly planing ahead. Get your family to the "fast money" bonus round and discover:
- Why it's important to name more than one agent
- Legal documents that are critial (especially if you need long-term care)
- How to ensure your children are taken care of after you pass
- Asset protection strategies - keep your home safe from creditors!
- Why a trust makes sense for your family
Hosted by: Megan Ingram-French, Esq., and Kristin Daugherty, Long-Term Care Planner and Certified Medicaid Planner™