Talking to your loved one about financial and legal issues can be difficult. This seminar will assist you to know how to approach your loved one regarding these important matters. You will learn how to communicate to your loved one the need to share this important information, and still allow them the dignity and respect that they deserve. We will suggest different ways on how to begin this delicate conversation... what to say, and how to say it. We will outline specific information you and your family need to know.

Some of the topics to be discussed are:

• Wills, powers of attorney, living trusts’, conservatorships, guardianships, and advanced directives
• Retirement plans and pensions, death benefits for survivors, life and health insurance policies, long-term care policies, disability benefits and social security benefits
• Safe deposit boxes, bank accounts, cash on hand, investments, list of personal property and real estate; list of liabilities including mortgages, personal loans, and credit cards
• Funeral arrangements, burial plot, advanced payment; letter of last wishes and instructions

We will address key areas of concern that will help you get your loved one’s financial and legal affairs in place. By taking steps now, you will avoid dealing with unforseen issues that can quickly become complicated and overwhelming. It is important to plan ahead if you want to face the future with certainty and assurance that your loved one will be well cared for and provided the level of care they desire.