Smart Planning – Your Assets, Sickness & Death

A must if you are concerned about making a good financial plan for your assets and family when facing illness, placement in long-term care, or death. 

This 1-hour seminar includes a question and answer period, and explains:

• the costs of long-term care;
• joint ownership of homes and bank accounts;
• probate fees;
• taxes upon death; and
• about gifting while you are alive

*Seniors and companion rates available.

Other recommended seminars:

• Wills 101- Ensuring Your Wishes Come True
• Wills 102-  Being An Executor
• Power of Attorney Basics –  Protecting Yourself When You Can't Help Yourself
• Acting as Power of Attorney
• Will & Estate Disputes – Dealing with Family Feuds
• Elder Abuse- What It is & How to Handle It