Registration Form
Seminar Descriptions
Five Tricks to Beat Death & Taxes
Thursday, October 28, 10-11:30 a.m.
Learn tips for effective estate administration and how you can have your say even after you pass away!
Avoid haunting your family with unsolved mysteries. A difficult time can be made much easier when appropriate decisions are made on final distribution. Get these questions answered:
- What happens to my "stuff" if I don't have a will?
- PA inheritance & federal estate taxes – can they be avoided?
- Is there really a reading of the will at the attorney's office?
- Why should I consider pre-paid funeral arrangements?
- Does it really take two years to settle an estate?
Hosted by: Brittany O.L. Smith, Esq., CELA*, and Tammy Zilske, Long-Term Care Planner, Certified Medicaid Planner™
*Certified as an Elder Law Attorney by the National Elder Law Foundation
Location: The Elder & Special Needs Resources Center, 401 Washington Blvd., Williamsport
* Masking and social distancing is encouraged
The Three Secrets Nobody Tells You as You Enter Your Second Half of Life
Tuesday, November 9, 10-11:30 a.m. or 1-2:30 p.m.
Take the mystery out of planning ahead for tomorrow's challenges!
Our team is ready to piece together the solutions to your most puzzling estate & long-term care planning questions. We will debrief our top-secret evidence with you, so you'll be ready to combat the unknows of tomorrow. Topics to be discussed include:
- Essential estate planning documents that safeguard your family's financial future
- Using your nest egg to fund long-term care costs
- Is a trust considered revocable or irrevocable - what's the difference?
- Protecting your home and assets from being taken by the nursing home
- Pre-planning options that may save your family thousands of $$$
Hosted by: Jenna Franks, Esq., and Kristin Daugherty, Long-Term Care Planner, Certified Medicaid Planner™
Location: Best Western Plus, 115 Premiere Dr., State College
* Masking and social distancing is encouraged
* Maximum 20 attendees per session
Turkey Talk: Why It's Important to Convey Care Choices Before the 4th Quarter of Life
Wednesday, November 17, 4-5:30 p.m.
Join us for a relaxed and informal discussion on the importance of communicating end-of-life decisions!
Cook up a meaningful conversation with loved ones this Thanksgiving. Avoid political and COVID talk at the dinner table and instead focus on what really matters: faith, family, food and football. This much-needed discussion will allow you to know your loved one's playbook for when you're under the two-minute warning of the game of life. You will learn:
- Why you shouldn't give your home to your children for $1 (but there is an alternative)
- Key differences between a will and a trust
- How to make sure you're not a burden on your family – get your ducks in a row!
- Who should be making decisions foryou if you are unable (it's not who you think)?
- What legal steps are required if there is an Alzheimer's or Dementia diagnosis?
Hosted by: Christopher S. Bradley, Esq., and Tammy Zilske, Long-Term Care Planner, Certified Medicaid Planner™
Location: Virtual event
Five Ways to Pay for Nursing Home Care Without Breaking the Piggy Bank
Thursday, December 16, 1-2:30 p.m.
Protect every penny you have worked so hard to save!
Learn legal strategies that are available to cover the costs of long-term care while providing for your immediate needs and preserving your quality of life. Keep your home and assets safe from an unforseen, catasrophic health care event. Topics to be discussed include:
- Current trends in long-term care & options you might not have known existed
- Myths & truths about the five-year Medicaid lookback period
- Gifting your house to a child for a $1 – better think twice!
- Why a trust is not just for "rich" people
- How to lessen your tax burden & other legal documents that are a MUST!
Hosted by: Brittany O.L. Smith, Esq., CELA*, and Tammy Zilske, Long-Term Care Planner, Certified Medicaid Planner™
*Certified as an Elder Law Attorney by the National Elder Law Foundation
Location: The Elder & Special Needs Resources Center, 401 Washington Blvd., Williamsport
* Masking and social distancing is encouraged