The term Solo Ager generally refers to an older adult who does not have a traditional family network to provide needed care and support as they age. Because many life planning tools are constructed around this traditional model, Solo Agers need to think creatively when it comes to life planning to ensure that what matters […]
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Join Renee Harvey as she discusses The Truth About Estate Planning. This workshop is a 2-3 hour educational presentation that will teach you about estate planning, incapacity or disability, estate tax planning, asset protection trusts, probate laws, elder law, guardianship, and much more. |
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Titling is the bane of successful estate planning. It doesn’t have to be so. Join Tim Caldwell for our Third Tuesday Titling Tutorial. These sessions are designed to answer your questions and increase the understanding of the importance of titling and how to get it right and keep it right! Sign in with your lunch […] |
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People are often lost in a medical maze when serious illness enters their lives. Join Pat O'Connor as she sheds light on the dark pathways of that maze by sharing her knowledge gained through education and years of experience working as a nurse practitioner caring for seriously and terminally ill people. She shares tools available […] |
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