Upcoming Events
Estate Planning Conversations for the Holidays
The holidays are a great time to see family, eat great food, and talk about legal issues (it really is!). Guardianship over minor kids, powers of attorney, and aging parents are all topics that you can tackle after you finish the turkey.
Home for the Holidays - Planning Topics to Talk over Turkey
If you are heading home for the holidays, or just bringing family and friends together in your own home this year, there can be more to do than just overindulge in turkey and all the pies. Seeing people we don’t see all that often happens around the holidays and it’s a great opportunity to talk about things like - planning for aging parents, figuring out who will serve as a guardian or trustee for your kids, and getting college-age kids to take care of basic planning documents.
Join us on Zoom for this special event to hear all about meaningful Turkey Talk. Bring your questions, invite your friends, and we’ll leave it up to you whether you enjoy a pre-holiday tasting of a piece of pie at your laptop.
Registration is required. Click here to sign up and receive the Zoom login details.
Trust Funding Basics
One of the biggest mistakes people make in the estate planning world is setting up a trust then… never putting things in it. We don’t want that to be you! Find out what you need to do now and next to make sure your trust works the way you want it to when you want it.
Wills, Trusts, and All the Things
Understanding what a will, a trust, and all the other documents (powers of attorney, health care proxies, living wills, and all the things) do can seem overwhelming. Angela Hayden, the founder of Sage Legal, will demystify all this and more.
Join us live to have your questions answered. Or just sign up for the replay if you can’t make it. Is it time to get your plan off your “to do” list and onto the “done” list?
Tough Turkey Talks
The holidays are usually a time of celebration - and discovery. Sometimes it’s discovering that an aging parent is now in need of some assistance, whether in the home or elsewhere. This year, celebrations will look a lot different for many, but the discovery that “it’s time to talk” may still occur.
Join us for a conversation with Jennifer Pilz of Riverside Care Advisors about how to still connect over the holidays, what to watch for, and the next steps to take if the time has come - for a tough talk or more.
Registration is required. Bring your questions if you attend live, or just register and look for the replay link if you can’t make it in person.