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4 Results

  • *NEW* Create Your Business Plan Workshop

    A business plan is a roadmap to guide your business to success. A well-prepared plan can greatly increase your chances of creating a prosperous and thriving business. Since business plans are considered living documents, they can and should adapt and grow along with your business. Whether you’re just starting out in a brand-new business, or already have an existing business, writing a business plan can ensure you have the guidance you need to succeed. In this hands-on workshop, learn the basic structure of a business plan, the various uses and needs for the business plan, and how to customize your business plan for your specific needs. Instructor will walk you through creating your own business plan, including what key information should be included in a well-written business plan and how to make you business plan stand out.
  • 90 Minutes With an Estate Attorney (Virtual)

    We all have goals. Sometimes your goal is to gift assets to others. Do you do it while you are alive? After you have passed? What about Estate Tax and Gift Tax Planning? Should you give your money away in a Will, or a Trust? Would you qualify for Medicaid? What is the 60-month claw back? What if your spouse goes into the nursing home and exhausts your money? What about your current Trust: does it avoid the nursing home? Most people believe that their trust shields the assets from the nursing home and creditors. Many people may be wrong. Walk through these questions and many more, including how to plan and place your assets to meet your retirement, your nursing home goals, and after you have passed. This class is held virtually. A Zoom invite link and class handouts will be sent prior to course.
  • How to Pay for the Nursing Home: An Attorney's Perspective (Virtual)

    We all come into the world with nothing and leave with nothing. The biggest fear for most baby boomers is how to pay for the nursing home and still leave the next generation something. With ever changing estate planning laws and great increases in nursing home costs the fear is real. In today’s world you need to understand what your options are. Is long term care insurance for you? What about home care? Should you gift your money away? Will you qualify for Medicaid? What about a current Trust, does it avoid the nursing home? What is the 60-month claw back? What if your spouse goes into the nursing home and exhausts your combined money? Walk through these questions and many more, including how to plan and place your assets to meet your nursing home goals. This is a virtual class. A Zoom invite link and class handouts will be sent to the email used to register.
  • The Special Needs Trust: Estate Planning for Grandparents, Parents and Families With Special Needs Children (Virtual)

    One should ask: Is it better to have a formal plan in place, or leave things to future family dynamics and the ever-changing benefit system? Did you know with proper planning, both while they are alive and after they have passed, grandparents, parents and family can take care of a child, grandchild, or family member with special needs in their estate plan? Yes, and such planning will not adversely affect the benefits and programs which the person with special needs has available to them. Discuss how to properly protect your assets and provide for the future benefit of the loved one with special needs. Whatever the type of asset (tangible, income producing or other) there are options you should know. Explore how the special needs trust fits your estate planning, planning for the future of your loved one with special needs, and pros and cons of the special needs trust. A Zoom link and handouts will be sent to the email given during registration.