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Seminar Descriptions
The Dementia Action Plan: 7 Steps to Take in the Face of Dementia™ - Lewisburg
Wednesday, May 13, 4 pm
In partnership with the Dementia Society of America®, learn about the symptoms and discover the steps you need to take NOW to protect yourself and your family.
You are invited to a relaxed discussion on the value of organizing your estate planning, especially when there is a diagnosis of Alzheimer's or a related Dementia. You're not alone on this journey! Join us and learn:
- What is Dementia and how do you know if someone has it?
- Dementia's stages, risk factors and can it be prevented?
- Can Dementia's progression be diminished?
- How Dementia care can DRAIN your life savings and what to do about it?
- What government benefits are available to pay for your care?
- What caregiving issues will you be facing?
- Are there any resources available to help avoid caregiver stress?
- Action steps to take sooner rather than later!
Hosted by: Kristin Daugherty, long-term care planner, Certified Medicaid Planner™
Location: Heritage Springs Memory Care Lewisburg, 327 Farley Circle, Lewisburg
The Dementia Society of America®, Steinbacher, Goodall & Yurchak and Heritage Springs Memory Care are not affiliated.
How to Legally Protect Your Home, Assets & Spouse While Living with Dementia or Parkinson's - Dallas
Wednesday, May 20, 4 pm
Protect your home. Pay your caregiver. Save on taxes.
Families often risk losing their nest egg to necessary care costs. Whether you may be dealing with such a situation now or in the future, there are solutions available. Join us as we discuss:
- How to legally pay a family caregiver without losing Medicaid eligibility
- How to use the Pension Protection Act annuity for tax-free caregiver payments
- Why a Caregiver's Trust is a key to protecting your home and assets
- How you can create tax-free payments for a caregiver
- How to turn the burden of Dementia or Parkinson's into a plan for dignity and financial security
- Steps every spouse should take before care costs spiral out of control
Hosted by: Stacey Acri, Esq., & Brooks Stahlnecker, President, Stahlnecker Wealth Management Group
Location: The Greens at Irem Clubhouse, 64 Ridgway Dr., Dallas
Powers of Attorney & Wills: Planting Seeds for Peace of Mind - Altoona
Wednesday, May 20, 1 pm
Learn the fundamentals of planning ahead for your second half of life
Discover planning strategies available to craft an estate plan that works for you & your family! Topics to be discussed include:
- The MOST important document that EVERYONE needs
- Why you should dust off your Power of Attorney - do you even know where it is?
- How to ensure your kids & grandchilren are taken care of after you pass away
- Myths & truths about qualifying for medical assistance to pay nursing home bills
- Asset protection strategies that don't break the bank
- Types & uses of trusts - what situations make sense?
Hosted by: Jenna Franks, Esq., CELA*
Location: Hampton Inn, 180 Charlotte Dr., Altoona
* Certified as an Elder Law Attorney by the National Elder Law Foundation