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Eldercare, Estate and Income Planning – Learn How They Work Together

Tuesday, May 23, 2023 @ 11:00 am - 12:30 pm

Why Eldercare Is Complicated and Overwhelming

Legal, investing, and eldercare planning traditionally involve separate professionals or companies which don’t always work together. Each case is unique to the individual, unique to their level of assets, and unique to their family dynamic. Learn how our team can assist and guide you through the planning maze with our combined experience, all under one roof.

During This Informational Workshop, You Will Learn:

  • How to position your assets and retirement in combination with effective estate planning for the challenges of eldercare
  • Why adult children caring for elderly parents is a retirement planning problem
  • 11 Ways to pay for eldercare
  • Stages of eldercare and the associated costs
  • How to protect your home and your savings if you end up in skilled nursing care
  • The advantages and disadvantages of Wills and Living Trusts
  • How Powers of Attorney work
  • How Probate works, and why you may want to avoid it for your family
  • Learn why, when, and how to qualify for Medi-Cal, if necessary
  • And much more…

Due to space limitations please RSVP by phone at: 909.985.4466 or Email: Rachel@1on1eldercare.com

Details

Date:
Tuesday, May 23, 2023
Time:
11:00 am - 12:30 pm

Venue

Hotel Casa 425 + Lounge
425 W 1st St.
Claremont, California 91711
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