Estate & Medicaid Planning Seminars

To attend one of our planning seminars or webinars, please call 518-465-7581 or Contact Us

The attorneys at the Herzog Law Firm are available to speak at community events, trade shows,  continuing education, foundations, other groups, and media appearances. We have experience with groups from 5 to 1,000 people. Please contact us for more information on our speaker services. We have a number of topics available in our legal practice areas.

The events listed below are on Zoom, virtual meeting software.

free estate planning seminars
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August Estate Planning Webinars

Wednesday, August 4, 2021

10 am- Aging in Place

Most people given the choice want to remain in their homes for the duration of their life. We will discuss actions to consider and resources available to help you remain independent in your home. We will also discuss funding options in detail and how to access and navigate available services. Click here to register.

2 pm- Wills vs. Trusts

Learn about Revocable & Irrevocable Trusts, Advance Directives, types of Wills, and how to use them to benefit yourself and your loved ones. Learn about protecting your home and assets and avoiding court & spend downs.  Click here to register

Wednesday, August 11, 2021

10 am – What to Do When a Loved One Dies

Confused about who is in charge? Whom to notify? What are the immediate actions to take? Who makes the arrangement and who gets what? Let us make this heartbreaking event easier to manage. Click here to register.

2 pm – How Not to pay for services: Long term care solutions

Confused about navigating the long-term care system? Don’t understand all that is available? Unbelievably, our community is rich in many services that will allow you to age in place, right in wherever you call home! Learn about all that is available and how to access these services. In addition, if the unforeseen should happen, how to deal with a crisis. Click here to register.

WEBINAR WEEK

Monday, August 16, 2021

2 pm – Wills vs. Trusts

Learn about Revocable & Irrevocable Trusts, Advance Directives, types of Wills, and how to use them to benefit yourself and your loved ones. Learn about protecting your home and assets and avoiding court & spend downs. Click here to register

Tuesday, August 17, 2021

2 pm- How to Plan Your Estate

An estate plan is a roadmap (in reality a set of documents) that outlines what you want to happen to you, your dependents, and your assets (and liabilities) if you are not able to speak for yourself. If you are single, married, and/or have kids, and/or have significant or unusual assets, and/or own part of or all of a business, you most definitely need an estate plan! This class will identify the must have documents. Click here to register.
for your estate plan.

Wednesday, August 18, 2021

2 pm- Aging in Place

Most people given the choice want to remain in their homes for the duration of their life. We will discuss actions to consider and resources available to help you remain independent in your home. We will also discuss funding options in detail and how to access and navigate available services. Click here to register.

Thursday, August 19, 2021

2 pm- Advance Directives: What They Are and Why You Need Them:

Choices regarding medical care and financial decisions are within your control. However, there may come a time when you do not have the ability to make these decisions for yourself due to incapacity. Advance directives, which include power of attorney and health care proxy, are the legal documents, which allow you to designate individuals to make decisions related to your medical care and finances if you become incapacitated. Click here to register.

Wednesday, August 25, 2021

10 am- Estate Planning for Young Families

Many young families put off estate planning. If asked, they may say they are too young, healthy, or cannot afford it. Some have trouble even thinking about what could happen if they were to pass away while their minor children and spouse are depending on them. But even a healthy, young adult can be taken suddenly by an accident or illness, and those with young families need estate planning precisely because others are depending on them. Click here to register.

2 pm- Top 10 Reasons to Plan your Estate

Life is uncertain. There are numerous reasons to create an estate plan that has absolutely nothing to do with how wealthy you may or may not be. Planning for minor children, asset protection and beneficiaries, tax planning, and even end of life planning is included. To help you plan your estate, we will discuss some critical issues that should be at the forefront of your estate planning discussions. Click here to register.