Registration Form
Seminar Descriptions
Wine & Wills: How to Hold onto Your Assets to Keep Your Estate from Going Sour
Tuesday, June 4, 3:30 pm
Learn the fundamentals of planning ahead for your second half of life! 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:
- Does a trust make sense for your family?
- How can you worry less about a future nursing home or rehab stay & protect more assets?
- What taxes do you need to consider? Are any avoidable?
- Why a tailored plan that is customized for you & your goals provides the best options
- How to avoid putting your family's financial future in jeopardy
- Why you should consider updating your Will & Power of Attorney
Hosted by: Alexander DeLuca, Esq., and Kristin Daugherty, Long-Term Care Planner, Certified Medicaid Planner™
Location: University Wine Company, 540 Misty Hill Dr., State College
* All attendees 21+ will receive one complimentary glass of wine
Preserving Prosperity: How to Harness the Power of Trusts in Asset Protection
Wednesday, June 5, 4 pm
Establish a financial readiness plan today that prepares for the healthcare challenges of tomorrow. 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?
- What assets are normally placed into a trust (home, life insurance, retirement savings, etc.)?
- Are the trust assets available for my family's use & how do they access the assets?
- Does a trust keep my children's inheritance safe - are there any tax advantages?
- 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?
Hosted by: Stacey Acri, Esq.
Location: Sand Springs Country Club, 10 Clubhouse Dr., Drums
* Light hors d'oeuvres will be provided and all attendees 21+ will receive one complimentary drink (beer or wine) (cash bar for additional drinks)?
The Dementia Action Plan: 7 Steps to Take in the Face of Dementia
Thursday, June 27, 3 pm
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 combat caregiver stress?
- Action steps to take sooner rather than later!
Hosted by: Kevin Jameson, Founder, Dementia Society of America® & Julie Steinbacher, Esq. CELA*
Location: The Elder & Special Needs Resource Center, 401 Washington Blvd., Williamsport
* Certified as an Elder Law Attorney by the National Elder Law Foundation