Educational Forums

Age Like You Mean It!℠

HOW TO PLAN FOR LONG-TERM CARE THROUGH STRATEGIC LEGAL PLANNING... WITHOUT LOSING YOUR HOME, PROPERTY OR GOING BROKE.

Have you ever thought of how you would pay for long term care if you, or a loved one, needed to be in a nursing home? It's heart-breaking to think that all of your hard-earned life savings accumulated over all these years would be depleted in a matter of months on the exorbitant cost of long term care. Learn now what you can do to protect your money from the nursing home. Learn what you can do to prevent the financial drain from long term care costs.

Upcoming Forum Dates

AGE LIKE YOU MEAN IT!℠

Thursday, March 21, 2024 

10:00 AM - 1:00 PM

St. James Community Center (Multipurpose Room A)

Address: 4136 Southport-Supply Road SE, St. James, NC 28461

Age Like You Mean It!℠

HOW TO PLAN FOR LONG-TERM CARE THROUGH STRATEGIC LEGAL PLANNING... WITHOUT LOSING YOUR HOME, PROPERTY OR GOING BROKE.

You'll discover what works and what doesn’t in a successful Estate Plan, the most important document you will need, and what it takes to Age Like You Mean It!(SM). After learning about these critical topics, why not do it right, once and for all.

Here is some of what we'll cover:

  • There are only 4, and perhaps only 3, ways to pay for long-term care
  • Do you need a Will or a Trust?
  • Why neither a Will nor a Trust will work
  • Not all Powers of Attorney are the same: Learn about the critical differences
  • The serious impact to your legacy from the passage of little-known legislation in January of 2020
2021-EDUCATIONAL-FORUMS

Testimonials From Past Forum Attendees

‘You cracked it wide open for us.


John Murphy

Excellent information in a relaxed atmosphere. Terminology used in the presentation was great. Helayne was personable, informative, knowledgeable and not pushy ... did not feel like a sales pitch.


Pamela Conyers

Great info to stimulate thoughts and questions, especially about existing revocable trust.


Bill O’Brien

Excellent presentation. Helayne really connects with the audience and explains the information in a way that is easy to understand.


Deborah

Wonderful & informative....a must-attend seminar! Helayne is very knowledgeable about elder law and feel confident moving forward with my estate planning after attending this valuable workshop.


Sherry

It’s a lot of information, but not so much that you can’t move forward with the planning process. Really lowered the anxiety level.


I think this session was very informative. I recommend that everyone should be aware that you need to be proactive with your estate & life care planning. You must plan for the second half of your life or it may not be as you envisioned!


Excellent presentation. You know what you are talking about.


AD

Even if you think that you know all that you need to know, you don’t. If you have not partnered with an expert on the subject, you cannot know how much you are missing


Karen Ferris

Oh, what we didn't know! The workshop made it clear we were not prepared for our golden years! But we now have an opportunity to do things right!


Regina

I originally signed up for the workshop, knowing that I was interested in the topics being offered. I invited my husband to join me and he agreed to go. He actually thanked me after the presentation, saying "good job Linda"...this is exactly what we need. We scheduled an appointment to have all of our "documents" from New York reviewed and updated now that we live full time in North Carolina. Helayne was amazing.


Linda

There were lots of eye opening facts that we have not heard before.


YT

Very informative coming from a very experienced elder attorney. She shows empathy and concern for old folks.


Great presentation! Very informative and highly recommend.


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