8 Results

  • Before and After the Funeral NEW!

    Many of the answers we need, to take care of problems, have to do with understanding processes. Before and After the Funeral explores what you need to know BEFORE the funeral so that it is cost effective, such as current laws, payment, cremation authorization, costs of funerals, do you really even need a funeral home any more. The second half of the class is devoted to the AFTER questions: the process of probate, what triggers it, letters, time considerations for processing the will, taxes of the deceased, do I need an attorney or can I do it myself? Highly educational for all who will someday be put in this position. Taught by a Certified Senior Advisor and Pre-Planning Consultant and an Estate Planning Attorney.
  • Elder Law Series - Long Term Care: Legal and Practical Solutions NEW!

    What are key concerns to think about when planning for Long Term Care? What planning should you do to ease the transition for yourself and your loved ones? Elizabeth Michaelis, Elder Law and Estate Planning Attorney, together with a Case Manager from Senior Community Services will provide an overview of planning tools and resources available for assessing your needs, identifying housing options and compliance with rules regarding benefits eligibility. Information will be provided on specific legal documents to have in place now.
  • Elder Law Series - Revocable Trusts

    A Revocable Living Trust may not be for everyone, but for many people, taking the time to secure a Trust now can save time, money, and frustration for their loved ones in the future. Learn what a Revocable Living Trust is, how it can help you avoid probate and secure your estate, and how to assess if a Revocable Trust makes sense for you.
  • Legal Aspects of Starting Your Own Business

    Just filling out and filing a form from the Secretary of State is not enough to start you own business. This class will present the proper and legal way to organize your own business in order to preserve personal limited liability and taxation choices. There will be a discussion of the various forms of legal entities including: corporations, LLCs, partnerships and sole proprietorships and the advantages and disadvantages of each. We will discuss taxation choice and how to minimize your self-employment taxes and address issues such as using independent contractors vs. employees, limited liability, and the history of corporations and LLCs.
  • Maximizing Your Social Security Benefits

    Deciding when to collect Social Security benefits will be one of the most important financial decisions you make, with lifetime consequences. It is essential to understand all your options and make a prudent decision. Because Social Security is a complex program, many individuals miss out on thousands of dollars in benefits. Do not rely on the Social Security Administration to give you personalized guidance on your situation. Each person’s situation is unique. Let us help you start your journey.
  • Suddenly Responsible

    Did your spouse handle the finances but now you are divorced/widowed and you do it on your own? Perhaps you received an inheritance or you sold your business and need to manage money. Often when people suddenly become responsible for more than they planned, they feel uncertain about next steps. If this comes with a divorce, death of a spouse or death of another close relative, the stress of the event complicates the situation. In this session, an attorney and a financial planner will describe and discuss some common-sense approaches to deal with these suddenly new responsibilities. 
  • Update and Transform Your Home On a Budget NEW!

    Renovating or selling your home? Attend this fun & informative workshop. Learn the top trends and money-saving techniques that will transform your home on a budget. We'll also cover what improvements will bring the most return on investment and what to avoid! Learn how home sellers have made an additional $20-$50k when they follow these strategies. We'll have time for Q&A.
  • You Don't Know What You Don't Know NEW!

    We do the best we can with what we know at the time when making decisions but unfortunately there can be huge consequences both financially and emotionally. Is there a place, person or website that has all the answers as we try as seniors and adult children to navigate the obstacles? Why didn’t someone tell me? Come for an education on learning from real life stories of those who had they had a bigger perspective would have made a different decision which would not have been so costly. Topics to be covered include: Important Documents, Assuming We Know Everything, Medical Assistance and The Aging Process