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May 2017

Planning for Nursing Home Payment: Calculating for a Couple

May 23 @ 7:00 pm - 8:30 pm
Mountain View Conference Center, 555 Gettysburg Pike Suite B - 300
Mechanicsburg, PA 17055 United States
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Free

Strategies for payment of nursing home costs may differ for a single individual versus an individual with a spouse who is remaining in the community.  This seminar will cover a couple, and address if the assets of both are counted toward the cost of care, if the house is at risk, whether or not estate planning documents should be changed at the time of admission to a facility , and managing estate recovery after the death of the individual in…

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June 2017

Estate Planning Beyond The Basics: Long Term Care Insurance

June 6 @ 7:00 pm - 8:30 pm
Mountain View Conference Center, 555 Gettysburg Pike Suite B - 300
Mechanicsburg, PA 17055 United States
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Free

Is Long Term Care Insurance worth the investment?  What are the differences between policies and providers?  What services are covered?  How should an individual choose a plan?  Find out the answers to these questions and more with our special guest, Robert Preston, MBA, CSA of Professional Insurance Services, Inc.

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Estate Planning Beyond The Basics: Engineering Estates for Divorce and Remarriage

June 13 @ 7:00 pm - 8:30 pm
Mountain View Conference Center, 555 Gettysburg Pike Suite B - 300
Mechanicsburg, PA 17055 United States
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Free

Estate planning can become increasingly complicated when families experience divorce and in some cases, remarriage.  Are separate attorneys needed for each spouse?  How should assets be separated or combined?  How should home ownership be handled?  Are there special issues when stepchildren are present? Presented by Jessica Greene, CELA*, LL.M. in Elder Law *Certified as an Elder Law Attorney by the National Elder Law Foundation

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Estate Planning Beyond the Basics: Remain At Home or Make a Move?

June 20 @ 7:00 pm - 8:30 pm
Mountain View Conference Center, 555 Gettysburg Pike Suite B - 300
Mechanicsburg, PA 17055 United States
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Free

Many people express the desire to remain in their own home for as long as possible. Others choose to make a move to a 55+ or retirement community.  What are the benefits and drawbacks of each of these options?  Find out at our seminar! Presented by Dave Nesbit, Attorney

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Estate Planning Beyond The Basics: Business Ownership and Estate Planning

June 27 @ 7:00 pm - 8:30 pm
Mountain View Conference Center, 555 Gettysburg Pike Suite B - 300
Mechanicsburg, PA 17055 United States
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Free

Full or partial ownership of a business has implications for estate planning.  Discussion about methods of valuing a business, considerations for selling a business versus passing it to a family member, and the types of documents required for a smooth transition will be covered. Presented by Ryan Webber, Attorney

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