Get More and Better Clients From Professionals and Clients
July 16, 2018
“Simply” Built to Partner – Partnering with Fiduciaries to Provide Policy Analytics
July 18, 2018
Caregiver Economics – How to Protect Yourself as Well as Your Loved Ones
$25.00
Estate planning used to just be about the avoidance of probate and estate taxes. Now, though these are important topics, estate planning and trusts need to address the inevitable need for long-term care and possible mental disability/dementia. Additionally, personal wealth can be wiped out upon the disability of either of the spouses if the trust and other assets are not properly planned for. Join Scott and Alexis as they review your options on how to pay for care, and more importantly, how to protect your estate, yourself, your loved ones, and your family relationships.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq. and Alexis Bastedo, Esq.
Estate planning used to just be about the avoidance of probate and estate taxes. Now, though these are important topics, estate planning and trusts need to address the inevitable need for long-term care and possible mental disability/dementia. Additionally, personal wealth can be wiped out upon the disability of either of the spouses if the trust and other assets are not properly planned for. Join Scott and Alexis as they review your options on how to pay for care, and more importantly, how to protect your estate, yourself, your loved ones, and your family relationships.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq. and Alexis Bastedo, Esq.
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Honoring Life; Offering Hope, Music
$25.00Seasons Hospice will provide a presentation on the many services available in end of life care, including Music Therapy. These services are usually available much earlier than most patients and families realize. The common misconception is that hospice comes in during the last weeks or days, when in fact the support is usually available much sooner and provides 24/7 response and interdisciplinary support. Music Therapy is a clinical discipline used in hospice that in addition to lovely music, provides interventions for pain management, respiratory distress, emotional and spiritual support.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Michelle Tiernan, Community Educator and Christine Gallagher, Music Therapist
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The Case for Baby Boomer Clients in Your Practice
$25.00As society ages the need for services by this demographic are going to increase. This can include planning for long-term care, Medicaid, Medi-Cal, and other government benefits – which can drastically enhance your revenue and practice stability, leading to a dramatic increase in the amount of probates, trust administration, settlement and the associated financial, tax, and legal planning for clients older (and younger!) than 55. Join Scott and Brooke as they share techniques, tools, and their technical expertise to enhance your knowledge and practice.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Scott Stewart and Brooke Jensen
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Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options
$25.00Effective planning is as much or more about preserving family relationships as it is about preserving family assets. Most estate plans will fail to preserve the family relationships and will also fail to take advantage of the changes in the law. Join us to review: protections and control for the surviving spouse; today’s disability planning pitfalls and options; as well as your trustee’s rights, responsibilities, and liabilities. Estate planning and settlement isn’t about a rote distribution of assets. It’s about caring for and supporting the relationships embedded in the plan.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq. and Brooke Jensen, Esq.