Key Legal & Financial Planning Concerns for Seniors & Caregivers In-Person
Presented by: Timothy P. Crisafulli, Esq.
Part 1: “Asset Preservation & Estate Planning: What You Need to Know”
This class will provide an easy-to-understand overview of healthcare planning and strategies for asset preservation to help attendees take control and gain peace of mind. Understanding and preparing key legal and financial documents such as Trusts, Durable Powers of Attorney, Advanced Directives, Wills and Gifts Riders will be discussed.
Part 2: “How to Pay for Long-Term Care: Understanding Your Options”Gain a better understanding of how to preserve assets from the costs of long-term care. Options for anyone facing long-term care costs will be reviewed and discussed for both those with plenty of time to begin advanced care financial planning to those who are already residing in a nursing home or other care facility.