At the workshop we will discuss several important issues including:
- Discover the advantages and disadvantages of Wills and Trusts.
- How to keep your affairs private and your loved ones out of court if you become disabled and can’t speak for yourself. (Hint: Not all Powers of Attorney are valid!)
- Steps you can take now to help your family avoid the expensive and time-consuming probate process when you’re gone.
- How to create a long-term care plan before it’s needed so you can stay as independent as possible and in complete control of your decisions as you age.
- Why owning assets jointly or putting property in a child’s name is likely a huge mistake—and how to accomplish your goals in a more secure way.
- Easy strategies to protect your children’s inheritance if they get divorced, sued or file bankruptcy or your surviving spouse remarries.
- How to qualify and use Medicaid to pay for nursing home expenses which can average $9,000 monthly.
- How parents (and grandparents!) of children with special needs can plan for a lifetime of care without jeopardizing eligibility for benefits like Medicaid or Supplemental Security Income (SSI).
Spouses are encouraged to attend together