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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.
Long-Term Care Without Financial Panic: How Planning Makes All the Difference
Thursday, May 14, 2 pm
Protect every penny you have worked so hard to save!
Learn legal planning strategies that are available to cover the rising costs of long-term care while providing for your immediate needs and preserving your quality of life. It's always better to have a plan than to react to a crisis
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 look back period
- Gifting your house to a child for a $1 - why you 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!
- Insights on what a fiduciary is
- Benefits of a corporate fiduciary compared to an individual one, and the level of oversight from regulators and auditors to keep in compliance
Hosted by: Alexandra Garver, Esq., & Julia Phillips, CTFA, VP/Trust Officer, Kish Bank
Location: Centre Care, 250 Persia Rd., Bellefonte
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 & grandchildren 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
Estate Planning Essentials: Get Your Ducks in Row Before It's Too Late
Tuesday, June 2, 4 pm
Discover planning strategies available to craft an estate plan that works for you and 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 are taken care of after you pass away
- Myths & truths about the five-year Medicaid look-back
- Asset protection strategies in paying for nursing home care
- Types & uses of trusts - what situations make sense?
Hosted by: Joseph Fiorillo, Esq.
Location: Stone Hedge Golf Course, 55 Stone Hedge Dr., Tunkhannock
Trust Takeover: Anything & Everything You'd Want to Know About Trusts
Tuesday, June 9, 2 pm
Discover how to protect what you've built, plan for the unexpected, and ensure your family is taken care of for years to come.
Learn how to protect more of your wealth and provide a legacy for future generations. If you've ever thought about setting up a trust, then this seminar is for you! Get these questions answered:
- How does a trust offer asset protection from the costs of nursing home care?
- Why does it matter if a trust is revocable or irrevocable?
- Can my spouse or family still access any & all funds placed inside a trust?
- Do you have to be "rich" or have multiple investment accounts to benefit from using a trust?
- What situations are common for setting up a trust - pros & cons?
Hosted by: Jenna Franks, Esq., CELA* & Megan Ingram, Esq.
Location: Centre Hills Country Club, 153 Country Club Rd., State College
* Certified as an Elder Law Attorney by the National Elder Law Foundation
Protect the Farm and Everything You've Built: How to Protect Your Assets and Preserve Family Wealth
Wednesday, June 17, 12 pm
Build a plan today that protects what you've worked for and prepares for the healthcare challenges of tomorrow. If you've ever thought about setting up a trust, this seminar is for you.
Get these questions answered:
- What is a dynasty trust and how can it help you accomplish your estate planning goals?
- How does a trust offer asset protection from the costs of nursing home care?
- Why does it matter if a trust is revocable or irrevocable?
- Can my spouse or family still access any & all funds placed inside a trust?
- Do you have to be "rich" or have multiple investment accounts to benefit from using a trust?
- What situations are common for setting up a trust - pros & cons?
- Are there inheritance tax advantages to using a trust?
Hosted by: Landon Hodges, Esq., CELA*.
Location: Frosty Valley Resort (Iron Room), 1301 Bloom Rd., Danville, PA 17821
* Certified as an Elder Law Attorney by the National Elder Law Foundation