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March 2018

Estate Administration Seminar

March 28 @ 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

The Elder Care Continuum

April 5 @ 3:00 pm - 4:00 pm
Mountain View Conference Center, 555 Gettysburg Pike Suite B - 300
Mechanicsburg, PA 17055 United States
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Free
Elder care sign

Join us as we begin a series of weekly seminars on Thursday afternoons.  Our three attorneys and care coordinator will present 16 different seminars between April and November.  Each seminar will be presented twice. Bring your questions for discussion! Our first seminar will be an overview of long-term care options presented by Care Coordinator Karen Kaslow, RN, BSN. The Elder Care Continuum: Discover the services, settings, costs, and payment options which are available to older adults who require assistance with some…

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Intergenerational Living to Preserve Home and Wealth

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

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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Preserving Your Nest Egg with Trust Planning

April 12 @ 3:00 pm - 4:00 pm
Mountain View Conference Center, 555 Gettysburg Pike Suite B - 300
Mechanicsburg, PA 17055 United States
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Free
nest egg

Many people have heard the term "trust" in relation to financial planning and asset preservation. For our second seminar Attorney Jessica Greene will explain some of the basics of trust planning such as: What are the various types of trusts? What is the difference between revocable and irrevocable trusts? How do trusts help preserve assets? Are trusts right for everyone? When is the appropriate time to establish a trust?      

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Strategies for Managing Dementia

April 19 @ 3:00 pm - 4:00 pm
Mountain View Conference Center, 555 Gettysburg Pike Suite B - 300
Mechanicsburg, PA 17055 United States
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Free
dementia and memory loss

The care of a loved one with dementia presents unique challenges for families.  Care Coordinator Karen Kaslow, RN, BSN will present some tips and techniques for maximizing social and care situations and communicating with those who are experiencing memory loss.

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