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September 2017

The Sandwich Generation- Intergenerational Living

September 21 @ 2:00 pm - 3:30 pm
Mountain View Conference Center, 555 Gettysburg Pike Suite B - 300
Mechanicsburg, PA 17055 United States
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Free
Intergenerational living

Legal Risks and Opportunities for Living with Parents and Paying for Nursing Homes Attorney Dave Nesbit will discuss legal options for intergenerational living arrangements done to preserve the home and family wealth, including: When and how to consider a life estate deed. Opportunities and pitfalls of intra-family property occupancy and conveyance including, room and board agreements, rent to own, promissory note issues, putting children’s names on house deeds, determining fair market value, use of caregiver agreements, and caregiver exception transfers. What are the filial…

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Foundational Legal Documents: Are Your Bases Covered?

September 27 @ 5:00 pm - 6:30 pm
Duke’s Bar and Grill, 313 S Front St.
Wormleysburg, PA 17043 United States
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Free
Important legal documents

Join Artis Senior Living and Attorney Jessica Greene, CELA* from Keystone Elder Law for a free dinner and presentation about the importance of foundational legal documents for those facing memory loss and adults of all ages. Why is a last will and testament important? What assets does a last will and testament control? Who is the best person to appoint as a power of attorney agent? What responsibilities does a power of attorney agent have? What is an advance directive?…

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The Sandwich Generation – Estate Administration

September 28 @ 2:00 pm - 3:00 pm
Mountain View Conference Center, 555 Gettysburg Pike Suite B - 300
Mechanicsburg, PA 17055 United States
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Free
estate administration

Will You Be Tasked With Managing Your Parent’s Estate? Attorney Ryan Webber will give an overview of how to avoid, manage and minimize the hassles and expenses of probate, inheritance taxes, and Executor responsibilities, including: Elements of a good Last Will and Testament. Advantages of a trust. How nursing-home spend-downs with Medicaid annuities avoid probate with remaining assets. Understanding the difference between estate tax and inheritance taxes. Duties and pitfalls of an Executor. Seminar planned for 2:00pm. Please call 717-697-3223 to…

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November 2017

Medicare A, B, Cs and Open Enrollment

November 1 @ 2:00 pm - 3:30 pm
Mountain View Conference Center, 555 Gettysburg Pike Suite B - 300
Mechanicsburg, PA 17055 United States
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Free
Medicare claim

Are you confused by Medicare?  Do you believe that once you have signed up, no changes are necessary? Join this discussion about: the terms used by Medicare the basic parts of Medicare and what they cover tips to choosing the best coverage when and how to update your coverage Presented by John Reese, BA, MS

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Medicare A, B, Cs and Open Enrollment

November 2 @ 10:00 am - 11:30 am
Mountain View Conference Center, 555 Gettysburg Pike Suite B - 300
Mechanicsburg, PA 17055 United States
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Free
Medicare claim

Are you confused by Medicare?  Do you believe that once you have signed up, no changes are necessary? Join this discussion about: the terms used by Medicare the basic parts of Medicare and what they cover tips to choosing the best coverage when and how to update your coverage Presented by John Reese, BA, MS

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