Registration Form
Seminar Descriptions
Myth or Truth: How to Protect Your Assets from Long-Term Care
Tuesday, December 5, 3 pm
Discover the Do's & Don'ts of planning ahead for your second half of life!
You may remember your parents selling their home to you and your siblings for a dollar ($1). s this still a good idea? What happens if there is an unexpected need for a nusing home or rehab stay? Learn the action steps you need to take today, so that your children don't have a mess to clean up after you are gone. Topics to be discussed:
- Asset protection strategies & reasons to use a trust
- The MOST important legal document EVERYONE needs
- Planning to an unexpected healthcare crisis & leaving a lasting legacy
- How to pay for nursing home care & the Medicaid 5-year look back
- Navigating an Alzheimer's or dementia diagnosis
- Gifting rules, tax considerations & much more!
Hosted by: Jenna L. Franks, Esq., Kristin Daugherty, Long-Term Care Planner, Certified Medicaid Planner™, & Erik A. Ross, Esq.
Location: Six & Kane Building, 3rd Floor, 63 N Fraley. St., Kane
Estate Planning Essentials: Get Your Ducks in a Row Before It's Too Late
Wednesday, December 13, 3:30 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 are taken care of after you pass away
- Myths & truths about the 5-year Medcaid look-back
- Asset protection strategies in paying for nursing home care
- Types & uses or trusts - what situations make sense?
Hosted by: Kristin Daugherty, Long-Term Care Planner, Certified Medicaid Planner™, & Briella Schall, Elder Care Navigator
Location: Cedarwood Rehab & Healthcare Center, 951 Washington Ave., Tyrone