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Class Series
Content
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| Title |
Code |
Description |
|
Who's In Charge? |
(WIC) |
Your money and your life · Powers of attorney · Care decisions · HIPAA · Conservatorships · How to communicate and create better endings · Free Power of Attorney for Health Care form
|
|
You Can't
Take It
With You
(Parts 1 & 2)
|
(Est) |
Avoiding probate · Living trust pros and cons · No will? No trust? Then what? · Choose your heirs · Separate and community property · Estate tax secrets · Understand that A/B trust? · Make capital gains taxes vanish · Create your own estate plan
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Care, Costs,
Challenges
and Choices
(Parts 1, 2, & 3)
|
(Care) |
Types of care · Getting care at home, in assisted living, nursing homes · How much does care cost? · Medi-Cal and nursing home costs · Latest Medi-Cal rule changes · Will Medi-Cal take your home? · Medi-Cal gifting and recovery rules · Long-Term Care Insurance - wise investment or waste of money? - How to decide · Deduct costs of care and home improvements · Create your own care plan
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Let's Talk
|
(Talk) |
Talk is cheap - real communication is priceless · Money · Health · Living arrangements · Driving · Better endings · Panel discussion with the pros
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