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October 2019

Successor Trustee Workshop

October 22 @ 6:00 pm - 8:00 pm
Step Station, 14793 E 1200th Rd
Paris, IL 61944 United States
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This seminar will educate you and your Trustees on managing the affairs of a loved one with failing health and discuss the responsibilities at the time of death.

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Protecting Your Assets From Nursing Home Costs

October 24 @ 6:00 pm - 8:00 pm
Terre Haute, 2901 Ohio Blvd., Suite 110
Terre Haute, IN 47803 United States
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Free

Learn about the rules of Medicaid eligibility. * 2-hour workshop This workshop provides information to those who want to protect what they have from the high cost of nursing home or assisted living care. Who Should Attend: Those who want to plan in advance of needing long-term care. Those who are about to make the transition to assisted living or a nursing home and are concerned about the monthly cost of care. Those who already reside in an assisted living…

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November 2019

Protecting Your Assets From Nursing Home Costs

November 12 @ 2:00 pm - 4:00 pm
Terre Haute, 2901 Ohio Blvd., Suite 110
Terre Haute, IN 47803 United States
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Free

Learn about the rules of Medicaid eligibility. * 2-hour workshop This workshop provides information to those who want to protect what they have from the high cost of nursing home or assisted living care. Who Should Attend: Those who want to plan in advance of needing long-term care. Those who are about to make the transition to assisted living or a nursing home and are concerned about the monthly cost of care. Those who already reside in an assisted living…

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Plain Talk About Wills & Trusts

November 14 @ 6:00 pm - 8:00 pm
Terre Haute, 2901 Ohio Blvd., Suite 110
Terre Haute, IN 47803 United States
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Free

Some basics about Wills & Trust. *2-hour workshop Many people are so intimidated by the thought of creating Wills or Trusts that they quit before they even begin. This workshop will give you an overview of how Wills and Trusts can be used in a language you can understand. Who Should Attend: Those who don’t have a Will or Powers of Attorney. Those who have a Will or Trust that they do not understand or that does not reflect their…

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December 2019

Estate Planning

December 3 @ 2:00 pm - 4:00 pm
Marshall Library, 612 Archer Avenue
Marshall, 62441 United States
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Free

We provide guidance and counseling to those who want the most basic estate plan, as well as those facing complex situations such as blended families, businesses or farms, children with special needs, and everyone in between. We are ready to listen to your goals, hopes, fears and dreams, and help you design a plan to protect what’s important to you.

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Estate Planning

December 5 @ 6:30 pm - 8:30 pm
Marshall Library, 612 Archer Avenue
Marshall, 62441 United States
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Free

We provide guidance and counseling to those who want the most basic estate plan, as well as those facing complex situations such as blended families, businesses or farms, children with special needs, and everyone in between. We are ready to listen to your goals, hopes, fears and dreams, and help you design a plan to protect what’s important to you.

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