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March 2018

Estate Administration Seminar

March 28, 2018 @ 6:00 pm - 7:30 pm
Bosler Library, 158 W. High Street
Carlisle, PA 17013 United States
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Free
estate administration

Are you named as the executor of a loved one's will? Do you understand how various planning techniques impact your family after you are gone? Join Attorney Ryan Webber for a free presentation about the process of Estate Administration. Find out about: • 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/Personal Representative

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April 2018

Intergenerational Living to Preserve Home and Wealth

April 11, 2018 @ 6:00 pm - 7:30 pm
Bosler Library, 158 W. High Street
Carlisle, PA 17013 United States
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Free
multigenerational family

Join Attorney Dave Nesbit for an informative seminar about preserving assets through intergenerational living.  Topics for discussion include: 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 responsibility risks for the non-participating sibling? What is the fiduciary…

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February 2020

Caregiving Tips

February 19, 2020 @ 6:00 pm - 7:00 pm
Bosler Library, 158 W. High Street
Carlisle, PA 17013 United States
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Free

Join us for a series of seminars sponsored by The Bosler Library!  Wednesday evenings from 6-7:15pm.  Please call the library at 717-243-4642 ext. 2237 to register February 19th:  Caregiving Tips    Presented by Care Coordinator Karen Kaslow, RN,BSN March 4th:  Preemptive Estate Planning   Presented by Attorney Dave Nesbit March 18th:  The Role of an Executor in Estate Administration  Presented by Attorney Patrick Cawley April 1st:  Intergenerational Living  Presented by Attorney Dave Nesbit

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March 2020

Pre-Emptive Estate Planning

March 4, 2020 @ 6:00 pm - 7:30 pm
Bosler Library, 158 W. High Street
Carlisle, PA 17013 United States
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Is estate planning on your to-do list for 2020?  Join Attorney Dave Nesbit at Bosler Library's Carlisle Institute for Lifelong Learning for a program which explains the basics of estate planning.  Gain insight into the various estate planning tools which are available, mistakes to avoid during estate planning, and complications which can occur when estate planning hasn't taken place. Estate planning is about more than just a last will and testament.  It is about ensuring that guidelines are in place…

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January 2022

Creating a Plan for Long Term Senior Care

January 15 @ 9:00 am - 11:00 am
Grace Bible Fellowship Church, 1250 Colonial Rd.
Harrisburg, PA 17112 United States
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Free

Begin 2022 with important information about planning for the future! Attorney Patrick Cawley will be joined by Senior Care Professional Stacy Kyle of Commonwealth Senior Living for this educational in-person presentation.  Long-term care of some duration is likely for everyone in their retirement years. Planning for it should be holistic, understanding not only the various care options but also the legal and financial aspects. Avoid being caught in the dark by a care crisis! To allow for social distancing, this…

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