Registration Form
Seminar Descriptions
Three Tips to Tailor Your Trust to Tackle Your Estate Planning Goals
Thursday, January 27, 3-4:30 p.m.
The game plan for protecting your wealth should not be left up to a Hail Mary!
Entering the red zone in your second half of life, you need a solid offensive attack that will confuse the secondary while also avoiding Uncle Sam's tax blitz. Learn how you can take your financial readiness plan in for the game-winning touchdown:
- Is your trust considered revocable or irrevocable - what's the difference?
- Who are the main "players" & what are their roles?
- Recent updates to federal tax exemptions - what you need to know!
- Why a trust offers asset protection from nursing home costs
- Ways a trust can put YOU & YOUR FAMILY in control
Hosted by: Julieanne E. Steinbacher, Esq., CELA*, and Megan Ingram-French, Esq.
Location: Virtual Event
* Certified as an Elder Law Attorney by the National Elder Law Foundation
*Viewing instructions will be provided upon registration
Why Cupid's Arrove Strikes Different in the Second Half of Life
Wednesday, February 9, 4-5:30 p.m.
Avoid becoming love struck with your estate planning and incapable of making rational decisions!
Give your sweetheart the ultimate gift this Valentine's Day. Peace of mind is not some fictional tale from ancient Greek mythology, but rather can be achieved simply by putting your wishes into writing! Show your love and uncover:
- Why it's important to discuss final wishes with your "not-so-secret" admirers
- Who gets your "box of chocolates" – can I trust my beneficiaries?
- What are the 4 types of Powers of Attorney – do I really need all of them?
- Legal steps & community resources available if a spouse has Alzheimer's or Dementia
- Gifting strategies that can save your family time, money & heartache!
Hosted by: Jenna L. Franks, Esq., Kristin Daugherty, Long-Term Care Planner, Certified Medicaid Planner™, and Holly Reigh, Dementia Care Planner
Location: Virtual Event
*Viewing instructions will be provided upon registration
Avoid the Dire: Plan Prior Before Time Expires
Thursday, February 17, 10-11:30 a.m.
Hurry, the clock is ticking, and pre-planning ALWAYS provides the BEST options!
Are you worried that an unexpected hospital or nursing home visit will devastate your life savings, create emotional hardships and disagreements between family members, or wipe out everything you have worked so hard to save? By planning ahead BEFORE the crisis, you can protect more of what matters most! Topics to be discussed:
- Why should you dust off your Power of Attorney – do you even know where it is (or have one)?
- How to extinguish sibling conflict before it ignites
- Leaving a lasting legacy for your children (while still having enough funds to pay bills)
- Why you shouldn't give your home to your children for $1
- Paying for nusing home care without going broke in the process!
Hosted by: Julieanne E. Steinbacher, Esq., CELA*, and Tammy Zilske, Long-Term Care Planner, Certified Medicaid Planner™
Location: The Elder & Special Needs Resources Center, 401 Washington Blvd., Williamsport
*Certified as an Elder Law Attorney by the National Elder Law Foundation
* Masking and social distancing is encouraged
How to Save Your Nest Egg from Being Stolen by the Leprechaun
Wednesday, March 9, 10-11:30 a.m. AND 1-2:30 p.m.
Keep your pot o' gold from ending up beneath someone else's rainbow!
You don't need the "luck of the Irish" to successfully plan ahead for your second half of life. Toss that four-leaf clover to the ground and let our team of attorneys, paralegals and support staff guide you on your estate and long-term care planning journey to achieve peace of mind. You will learn:
- Why a tailored plan that is customixed for you & your goals provides the best options
- How to avoid putting your family's financial future in jeopardy
- Affordable solutions to paying nursing home expenses – will Medicaid help cover the costs?
- How to keep your children's inheritance safe from creditors
- Surprising reasons for updating your Power of Attorney - has yours been reviewed lately?
Hosted by: Christopher S. Bradley, Esq., and Kristin Daugherty, Long-Term Care Planner, Certified Medicaid Planner™
Location: The Best Western Plus, 115 Premiere Dr., State College
Maximum 20 attendees per session
* Masking and social distancing is encouraged
How to Save Your Nest Egg from Being Stolen by the Leprechaun
Thursday, March 24, 10-11:30 a.m.
Keep your pot o' gold from ending up beneath someone else's rainbow!
You don't need the "luck of the Irish" to successfully plan ahead for your second half of life. Toss that four-leaf clover to the ground and let our team of attorneys, paralegals and support staff guide you on your estate and long-term care planning journey to achieve peace of mind. You will learn:
- Why a tailored plan that is customixed for you & your goals provides the best options
- How to avoid putting your family's financial future in jeopardy
- Affordable solutions to paying nursing home expenses – will Medicaid help cover the costs?
- How to keep your children's inheritance safe from creditors
- Surprising reasons for updating your Power of Attorney - has yours been reviewed lately?
Hosted by: Julieanne E. Steinbacher, Esq., CELA*, and Tammy Zilske, Long-Term Care Planner, Certified Medicaid Planner™
Location: The Elder & Special Needs Resources Center, 401 Washington Blvd., Williamsport
*Certified as an Elder Law Attorney by the National Elder Law Foundation
* Masking and social distancing is encouraged
What You Need to Do TODAY to Get Your Estate Plan Ready for Tomorrow
Monday, March 28, 1-2:30 p.m.
Make sure your ducks are in a row should the unthinkable happen!
Planning for the future can be quite scary. Relax! With proper legal planning you can achieve peace of mind knowing that you have prepared for the inevitabilities of life. A well-organized roadmap can take the mystery out of planning ahead. Get these puzzling questions solved:
- Are all 4 types of Powers of Attorney necessary – especially if long-term care is needed?
- What happens if I have a stroke & didn't complete my planning?
- Would my children have access to any assets held inside my trust?
- Can I afford to die without a will?
- What taxes do I need to consider?
Hosted by: Landon R. Hodges, Esq.
Location: Location TBA in Wyalusing
* Masking and social distancing is encouraged