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The 7 Signs You Need An Estate Plan Check-Up

The 7 Signs You Need An Estate Plan Check-Up

  • Already have an estate plan? Take it out, dust it off, it might need to be updated because of state laws changing as well as federal tax laws.
  • Learn how to coordinate your estate plan with your beneficiary designations to avoid costly mistakes.
  • Receive valuable tips on how to coordinate your goals, life changing events, and circle of trust.

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Bringing Your Durable Power of Attorney Into 2021

Bringing Your Durable Power of Attorney Into 2021

  • Learn the difference between the General Power of Attorney and the Durable Power of Attorney and how to avoid a guardianship.
  • Discover the new ‘superpowers’ and options Florida law offers.
  • Hear what your financial agent can and cannot do when you are incapacitated.

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The A-B-C’s of Elder Law

The A-B-C’s of Elder Law

What Every Consumer Needs To Know To Timely Plan For Their Future

  • Understand important elder law words and their meaning;
  • Hear important tips on how to ‘have the conversation about planning’ with your parents and loved ones;
  • Learn why the timing of creating a legal plan impacts resolving the future challenges of aging including health issues and the cost of care;
  • Learn how to select a qualified elder law attorney to have the best customer service experience.

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Top 3 New Rules of Veteran Aid & Attendance Benefits

Top 3 New Rules of Veteran Aid & Attendance Benefits

What Veterans Need to Know about Long Term Care Planning

  • Learn about the new VA rules affecting veterans applying for Aid & Attendance
  • Understand the similarities and differences of the VA and Medicaid eligibility requirements and planning options
  • Become an informed consumer and avoid becoming a victim of fraud.

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