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FINANCIAL AND LEGAL PLANNING AT END-OF-LIFE: CORE CONSIDERATIONS? The Peaceful Presence Project Continuing Education Series Presents: Financial and Legal Planning at End-of-Life: Core Considerations? Live Online Webinar with The Peaceful Presence Project and Two Spruce Law Tuesday, May 21, 2024 from 5:00-6:15 pm Pacific Time End-of-life planning extends beyond mere tax considerations. It involves ensuring that your wishes are legally, medically, and financially acknowledged and honored. In this workshop, we will delve into the intricacies and advantages of proactive estate planning. Topics will include strategies to sidestep the costly and lengthy probate process, essential insights into the fundamentals of a revocable living trust (and techniques to mitigate or eliminate the impact of the Oregon Estate Tax through tax planning language), and the significance of appointing a power of attorney for financial needs and an advanced directive for healthcare matters. Presenters will also address?planning for pets and second marriages. This workshop is designed for those who seek to delve deeper into understanding the financial and legal aspects of end-of-life care. Equip yourself with the knowledge and resources needed to confidently navigate this pivotal stage of life with assurance and clear understanding. We are committed to making our programming accessible to all. If the $25 tuition creates a financial barrier to your participation, please email [email protected] to request scholarship assistance. Financial and Legal Planning at End-of-Life: Core Considerations @thepeacefulpresenceproject #PeacefulPresence #EndOfLifePlanning #FinancialAdvice #estateplanning #taxadvice #probate #ProbateProcess #legalservices #oregonestatetax #familywealth #investment #family #familyplanning #trustandwill #willsandtrusts #financialplanning #legalplanning

The Peaceful Presence Project Continuing Education Series Presents: Financial and Legal Planning at End-of-Life: Core Considerations Live Online Webinar with The Peaceful Presence Project and Two Spruce Law @twosprucelawfirm Tuesday, May 21, 2024 from 5:00-6:15 pm Pacific Time End-of-life planning extends beyond mere tax considerations. It involves ensuring that your wishes are legally, medically, and financially acknowledged and honored. In this workshop, we will delve into the intricacies and advantages of proactive estate planning. Topics will include strategies to sidestep the costly and lengthy probate process, essential insights into the fundamentals of a revocable living trust (and techniques to mitigate or eliminate the impact of the Oregon Estate Tax through tax planning language), and the significance of appointing a power of attorney for financial needs and an advanced directive for healthcare matters. Presenters will also address planning for pets and second marriages. This workshop is designed for those who seek to delve deeper into understanding the financial and legal aspects of end-of-life care. Equip yourself with the knowledge and resources needed to confidently navigate this pivotal stage of life with assurance and clear understanding. Register under “events” at link in bio or at our website under “events” #endoflifecare #endoflifedoula #deathdoula #compassionatedeath #compassionatepresence #compassionatecommunities

Join us live online next Tuesday for Financial and Legal Planning at End-of-Life: Core Considerations ?? ??? Live Online Webinar with The Peaceful Presence Project and Two Spruce Law @twosprucelawfirm Tuesday, May 21, 2024 from 5:00-6:15 pm Pacific Time End-of-life planning extends beyond mere tax considerations. It involves ensuring that your wishes are legally, medically, and financially acknowledged and honored. In this workshop, we will delve into the intricacies and advantages of proactive estate planning. Topics will include strategies to sidestep the costly and lengthy probate process, essential insights into the fundamentals of a revocable living trust (and techniques to mitigate or eliminate the impact of the Oregon Estate Tax through tax planning language), and the significance of appointing a power of attorney for financial needs and an advanced directive for healthcare matters. Presenters will also address planning for pets and second marriages. This workshop is designed for those who seek to delve deeper into understanding the financial and legal aspects of end-of-life care. Equip yourself with the knowledge and resources needed to confidently navigate this pivotal stage of life with assurance and clear understanding. Register under “events” at link in bio or at our website under “events” #endoflifecare #endoflifedoula #deathdoula #compassionatedeath #compassionatepresence #compassionatecommunities

Yesterday, I had the opportunity to attend an insightful finance update webinar hosted by East Sussex YRes and West Sussex YRes. ???? It was fantastic to hear from the experts Chloe Kenvin and Gerald Wilson from 36 Family, who shared their expertise on recent developments in financial cases within Family Law. Their insights were truly invaluable to my ongoing learning and professional growth. ???? The discussions on how recent cases have evolved, and how they differ from past precedents, were particularly fascinating. It’s clear these changes will play a crucial role in how we approach similar cases moving forward. ?? Not only has the webinar enriched my knowledge, but it will also enable me to better support my clients with effective, up-to-date strategies to achieve the best possible outcomes. ?? A big thank you to all involved in organising this valuable session! ?? It was also great to attend alongside my colleagues Aryan Fallahi, Hanna Batkin, and YRes committee member Theresa Wright—we’ve had some fantastic discussions since then about how to implement what we learned. ?? What recent legal developments do you think will have the biggest impact in the family law space? ?? #FamilyLaw #FinancialCases #ProfessionalDevelopment #LegalUpdates #ClientSuccess #YRes #Networking #BrittonTime

I had the pleasure of attending an insightful finance update webinar hosted by East Sussex YRes and West Sussex YRes, featuring expert speakers Chloe Kenvin and Gerald Wilson from 36 Family. ???? Their analysis of recent financial developments in Family Law was incredibly valuable, and I've already started discussing how to apply these insights with colleagues, Hanna Batkin, Grace Marchant and Theresa Wright. ???? Thanks to everyone involved for organising such a great session! This knowledge will certainly help me better support clients with up-to-date strategies. ???? #FamilyLaw #FinanceUpdate #ProfessionalGrowth #LegalInsights #ClientSupport

An irrevocable trust is a legal arrangement where assets are transferred by the grantor (the person creating the trust) to a trustee, who manages those assets for the benefit of the beneficiaries named in the trust document. The key feature of an irrevocable trust is that, once it is created, the terms of the trust generally cannot be changed by the grantor. This means that the assets placed into the trust, as well as any income generated by those assets, are typically no longer considered part of the grantor's estate and are subject to the terms of the trust. Irrevocable trusts are commonly used for various purposes, including estate planning, asset protection, and tax planning. They can help minimize estate taxes, protect assets from creditors, and ensure that assets are managed and distributed according to the grantor's wishes. Because they are permanent and typically cannot be modified once established, creating an irrevocable trust requires careful consideration and often the guidance of legal and financial professionals. The Law Office of John Vernon Moore, P.A. will be your partner in your estate planning concerns. Visit our office at 700 N. Wickham Road, Suite 206, Melbourne, Florida. You can also call (321) 529 – 7777 to schedule a case consultation. Visit us on our website and social media pages! Website: www.jmoorelegal.com Facebook: The Law Office of John Vernon Moore, P.A. LinkedIn: The Law Office of John Vernon Moore, P.A. Instagram:?@jmoorelegal Twitter:?@JMoore_Legal #trusts?#estateplanningattorney?#estateplanning?#floridalawfirm?#floridalaw?#floridalawyer?#melbourneflorida?#brevardcounty?#lawyersofinstagram?#lawyersoflinkedin

The SACRAMENTO ESTATE PLANNING COUNCIL is holding their 2024 Estate Planning Forum on May 30th! Join us at the McGeorge School of Law to learn more about current issues and concepts that are essential for practitioners who wish to stay up to date. #sacramento

Understanding Power of Attorney in Ontario: A Crucial Step in Estate Planning Planning for the future means more than just writing a will. A Power of Attorney (POA) ensures that trusted individuals can manage your finances or make personal care decisions on your behalf if you become incapacitated. In Ontario, there are two key types: Continuing Power of Attorney for Property: Manages your financial affairs when you can’t. Power of Attorney for Personal Care: Makes crucial health, shelter, and well-being decisions. Both documents are essential to ensure that your wishes are followed, even if you’re no longer able to communicate them. It’s vital to understand how to choose the right attorney and the legal requirements for creating a valid POA. Is your estate plan complete? Learn how a Power of Attorney can safeguard your future in my latest article. ?? Read the full article here:- https://lnkd.in/gkUzjg6A #EstatePlanning #PowerOfAttorney #LegalAdvice #OntarioLaw #PersonalCare #FinancialPlanning #FutureProofing

#LawyersofLinkedIn, Refresh your knowledge on the fundamentals of wills and estate planning in this Middlesex Law Association (MLA) webinar featuring Erin Naylor, Casey Hayward, and Leenat Jilani. Erin Naylor discusses the initial steps of an estate planning file, including the will in-take process, best practices with client ID verification and authentication, and the limitations that exist when meeting with clients virtually. She provides guidance on how to navigate tax issues and stresses the importance of communication with clients’ accountants and financial advisors when crafting clients' wills. Casey Hayward provides a primer on registered assets and beneficiary designations. He explains how to navigate issues surrounding invalid wills, offers advice on dealing with dependent support relief claims, and reviews considerations when estate planning for clients with registered assets. Leenat Jilani discusses best practices for will signings and execution, and offers tips on proper will signing to prevent invalidation. She discusses the importance of taking precautions against undue influence when signing wills, and amendments to the SLRA regarding audio-visual technology. She also addresses concerns about client capacity, and when a capacity assessor may be required. Need CPD hours? Watch the full program on-demand at CPDonline.ca when you get a low cost subscription! Save 50% on your 2024 CPD when you enter the code '2YEAROFF'! https://lnkd.in/e-kFarrp #Law #lawstudents #lawyers #lawfirmmarketing #lawyerlife #lawyering #lawsuits #lawandlegislation #legalissues #legalprofession #paralegals