In depth look at the legal, financial and record keeping considerations for persons serving as a Financial or Medical Power of Attorney. The course is about preparing you to perform the basic responsibilities and acquainting you with the most common questions and challenges you will face. You will also receive helpful forms that can be used in fiduciary bookkeeping.
Please email Dhartman@BerksEncore.org for more information about an upcoming class.
There is perhaps no more difficult task one can perform than becoming responsible for another person's assets and/or health care. Too often, people are unaware of what is expected of them and they make innocent mistakes that create problems for themselves and family members.
Please join us for an informative overview of how to use powers of attorney properly. The seminar will include a discussion on the importance of holding a POA, different types of POA's, and the legal issues involving people who serve as an agent under a power of attorney. The instructor is Certified Elder Law Attorney, William R. Blumer, from Leisawitz Heller.
When planning for your future, it is important to think about how and where you want to receive care, before a crisis occurs. Come and learn what your options are for long-term care, how much it will cost, and how to pay for it.
Please email Dhartman@BerksEncore.org for more information or to register for a class.
One of the most common worries people have as they age is how to protect their saving from the high costs of long-term care. There are several "good" strategies available and some common "bad" strategies. Come and receive unbiased counsel from an elder law perspective on the various planning techniques available to you for your own long-term care plan. There is a fee for the course of $25. The instructor is Certified Elder Law Attorney, William R. Blumer, from Leisawitz Heller.
Please email Dhartman@BerksEncore.org for more information or to register for a class. Click here to pay online.
A fiduciary is anyone who acts on behalf of another, such as a Power of Attorney. A good fiduciary never forgets that the principal's money does not belong to the fiduciary and goes to great lengths to keep the principal's money separate from the fiduciary's. Similarly, a good fiduciary makes medical decisions carefully and in keeping with the principal's wishes, not based on the agent's opinions and values.
