Seminars & Webinars

Have you or your trustees reviewed your trust recently?

Join us as we the importance of funding trusts, selling property within trusts and the value of keeping the document in good standing.

Join us for an informative seminar on the power of trusts in Estate and Medicaid planning. Learn how trusts can safeguard your assets, minimize taxes, and ensure your loved ones are cared for according to your wishes.

We will guide you through:

• Different types of trusts and their purposes
• Strategies to protect assets while qualifying for Medicaid and tips to avoid common pitfalls and ensure your estate plan works for you.

Join us as we discuss the importance of having basic Estate Planning documents in place including advance directives. We will also touch upon new changes in 2025 that could affect your estate planning.

Join us as we gather to discuss how to protect assets, including property and second homes, the ways to reduce and eliminate taxes, and the importance of having a sound estate plan in place.

Join Nancy Burner for an overview of the key documents every estate plan should include, plus a look at how recent changes to the estate tax code could affect your planning decisions.

Many caregivers today are a part of the “sandwich generation.” This means that they are caring for families on their own while caregiving for aging loved ones. It is essential for all to have proper planning in place.

Join us as we discuss the importance of a health care proxy, a durable power of attorney, and a last will and testaments in estate planning.

Have you or your trustees reviewed your trust recently?

Join us as she discusses the importance of funding trusts, selling property within trusts and the value of keeping the document in good standing.

Estate planning isn’t one-size-fits-all-every family is unique, and every plan should be too.

Join us as we explore how estate planning goals and strategies evolve over time, ensuring your plan aligns with your needs at every stage of life.

Join us for as we explore the essentials of Estate Planning with a focus on planning for individuals with special needs. Our discussion will cover key strategies and tools to help families prepare for the future and protect their loved ones, including:

1. Guardianship
2. Establishing and maintaining Supplemental Needs Trusts
3. Preserving eligibility for government benefits
4. Understanding Medicaid waiver programs
5. Creating thoughtful inheritance provisions for individuals with special needs

Join us as we gather to discuss how to protect assets, including property and second homes, the ways to reduce and eliminate taxes, and the importance of having a sound estate plan in place.

Join us we gather to discuss the difference between Medicare and Medicaid long-term care services.

While Medicare is a federal health insurance for those 65 and older, long-term Medicaid provides the option of receiving care services at home or in a nursing facility based on eligibility requirements.