Helping Seniors & Families
Plan For Their Future
Feasterville, PA
215.396.1001
Doylestown, PA
215.345.5858

Seminars

Both Garrett and Maureen are available to speak with your organization; an adult community, a house of worship adult program, adult evening classes, or a nursing home, to suggest a few venues.  Both are interested in helping you with your estate planning knowledge.  Below you will find the seminars for 2017 at the Pennsbury Community School and the Hatboro Horsham Adult Evening School.

Family Estate Planning Classes

 

PLANNING YOUR ESTATE

What is estate planning?  Is it necessary for everyone or just the rich?  Do I really need a will?  How can a Power of Attorney save my family significant expense if I become disabled?  What is a living will?  What are the benefits of having a revocable living trust?  This course will explore these questions and more.

 

ASSET PROTECTION PLANNING

 If I need a nursing home, how will I pay for it?  Will Medicare cover the cost?  Will I lose my entire “nest egg”, including my home?  What is Medicaid and what will it pay?  If I give away my assets, can I still qualify?  What is Medicaid Estate Recovery?  This course will explore these questions and more.


PROBATE AND THE ADMINISTRATION OF AN ESTATE

When is probate necessary?  How can I avoid probate?  What happens if I die without a will? What steps are necessary to administer an estate?  What are my duties as an executor?  Will I be entitled to a fee for my services?  Will the estate have to pay taxes?  This course will explore these questions and more!

 

HATBORO HORSHAM ADULT EVENING SCHOOL

SPRING PROGRAMS – 2017

www.hhaes.org

3/18/17 - Asset Protection

3/15/17 - Planning your Estate

3/22/17 - Probate

 

PENNSBURY COMMUNITY SCHOOL

SPRING PROGRAMS – 2017

www.pennsburysd.org

3/1/17 - Planning your Estate

3/29/17 - Asset Protection Planning

4/5/17 - Probate and the Administration of an Estate