Seminars Category: Estate Planning

Tue 18
Date: May 18 Time: 10:00 AM - 11:00 AM Type: webinarCategory: CaregivingEstate PlanningHealth Care Directive

We encourage our clients and their families to proactively consider and plan for their care needs. Often it is overwhelming; where to start, which options are available, and which are best for ourselves and our loved ones. In balancing your busy life and managing your daily responsibilities, it is important to know that resources are available to help coordinate the care for you and the senior you love.

We are pleased to host a Caregiving Webinar for our clients, presented by Stephanie Peters MPH, CMC, CMDCP, CSA, and the founder & CEO of enABLE Care Management located in Half Moon Bay, California. enABLE Care Management is a Care Manager Certified owned and operated company that provides thoughtful, effective senior life coordination solutions. Steph and her team believe in enabling life to be lived to the fullest while aging gracefully and with dignity – for the senior, their family, friends, responsible party, and the providers working with them.

enABLE Care Management provides a collaborative team approach to senior care management and can provide the services of Gerontologists, Social Workers, Registered Nurses, Registered Dietitians, Respiratory Therapists, Music Therapists, Public Health Experts and Personal Trainers.  In the dynamic and evolving aging field, Steph is like having a “daughter for hire” with a team of specialized healthcare professionals and partners. Steph considers the enABLE team to be “Champions of Chaos”.

Wed 19
Date: May 19 Time: 06:00 PM - 07:30 PM Type: webinarCategory: Estate PlanningFree Estate Planning Webinar

Everyone needs an estate plan. However, finding the right time or motivation can sometimes seem overwhelming. We understand discussing estate planning — death and money — is a daunting task.  People are confused and struggle to find accurate information.  They are overcome with emotions when contemplating their potential incapacity, disability and death and the family and friends they will leave behind. 

However, people do know, if they don’t plan,  the State of California will be unnecessarily involved, often causing additional delays and expenses, while not protecting their assets, minimizing estate taxes, and preserving their wealth for their friends, family and charities they want to provide for.

As long as we do nothing about it, it will always be in the back of our mind.  There is no time like the present to learn more about your estate planning options to create an estate plan or to review and existing estate plan.

Attorneys Kimberly N. Barrot and James Chisel, are dynamic speakers on estate planning.  They will guide clients in executing estate plans that best meet the needs of the client.  Falk, Cornell, & Associates, LLP handles wills, trusts, probate, trust administration, and asset protection