Want to learn more about which estate planning documents you or a loved one really need?

In this Seminar, John Holden will focus on providing you or a loved one with basic information on various property ownership methods and the types of planning documents that may be used to meet an individual's needs and desires.  The Seminar will also provide basic information on: Durable Powers of Attorney, Durable Powers of Attorney For Health Care, HIPAA Forms, Advance Directives, Last Will and Testament, Revocable Trusts & Asset Protection Planning Trusts.  Additionally, John will distinguish between "documents" and "planning documents".  John, will also provide information on alternative sources for payment of care and assistance when an individual requires outside assistance in order to live their life fully and safely.

Presentation on VA Pension Benefit Requirements.

Present detailed information regarding the various types of Pension Benefits available to veterans and provide specific information regarding the regulatory requirements a claimant must meet in order to qualify for a VA Pension Benefit.

This Estate Planning Seminar will cover techniques for avoiding probate and estate administration, reducing estate taxes and ensuring your estate is distributed according to your wishes.  There will also be a discussion on the differences between Wills and Trusts and which planning type may be appropriate for you.

Presentation on VA Pension Benefit Requirements.

Present detailed information regarding the various types of Pension Benefits available to veterans and provide specific information regarding the regulatory requirements a claimant must meet in order to qualify for a VA Pension Benefit.

Come to the Broken Arrow Senior Center and receive topical information on Downsizing from representatives of an independent retirement community, a moving company, a financial advisor, a real estate broker, an estate sales expert and an estate planning attorney.  Topics will include:  what to look for when hiring a moving company, what can an independent retirement community offer you, what are your financial options when downsizing, how to choose a realtor, do you have options when having an estate sale and what changes to your estate planning documents should you consider when Downsizing.

Presentation on VA Pension Benefit Requirements.                                                        

Present detailed information regarding the various types of
Pension Benefits available to veterans and provide specific
information regarding the regulatory requirements a
claimant must meet in order to qualify for a VA Pension
Benefit.

“3 Easy Steps” Presentation on asset protection planning
                    techniques.  Provide information on the various steps
                    necessary in order to properly design your estate plan, 
                    protect your assets and assure that your plan will continue
                    to meet your goals in the future.