September Newsletter

Posted on: Sep 1, 2018

September Newsletter 2018

Durable Powers of Attorney
Don’t Wait Until It’s Too Late!

By Lynn St. Louis, Managing Partner at Elder Law Group PLLC

 
Durable Power of Attorney for Financial Matters
 
You probably have put a lot of thought and effort over the years into protecting your hard-earned money so it will be there when you need it. It only makes sense to make sure you and your money are protected by selecting someone you trust to carry out your financial plans should you become unable to do so.  

A General Durable Power of Attorney for Finances is a document that names a person (your Attorney-in-Fact) to manage your financial affairs.  It does not take away your authority to act while you are capable of making decisions.

A General Durable Power of Attorney for Finances authorizes a person you trust to:

  • Handle general financial matters such as mortgages or other payments
  • Administer yearly tax filings (both State and Federal)
  • Maintain all bank accounts
  • Make payments to Long-Term Care facilities or in-home caregivers
  • Provide the necessary authority to implement Medicaid Asset Preservation Strategies® to protect you and your assets and qualify for government Long-Term Care benefits

And, importantly, a good General Durable Power of Attorney avoids a State Guardianship should you become incapacitated. Because your Attorney-in-Fact has the authority to manage your financial decisions if you cannot, this person should be someone you trust implicitly to follow your wishes and look out for your best interests.  You should talk with the person you want to name as your Attorney-in-Fact to ensure he or she understands your wishes and their duties.

While everyone hopes they will never need someone to act on their behalf, a Durable Power of Attorney for Finances is an essential lifetime Estate Planning document. If you were to become incapacitated and unable to manage your financial affairs, the court will appoint a Guardian if you do not have an effective Durable Power of Attorney for Finances. The Guardianship process is intrusive, expensive, and nearly a complete loss of your rights. Avoid a Guardianship with a good, effective Durable Power of Attorney.

Let us help you ensure your voice is heard and you are protected!
 

For guidance on your Estate Plan, Long-Term Care planning, or other legal needs of seniors, the disabled, and their families, CALL ELDER LAW GROUP TODAY!

Meet our Legal Manager!
 

 
Sheryl Owens

Sheryl is an experienced Paralegal who joined the firm in 2015. She has many years of experience in Estate Planning and Long-Term Care, with the last seven years dedicated exclusively to Elder Law. With her knowledge in Estate Planning and Medicaid benefits, she brings invaluable resources to the clients of Elder Law Group PLLC. She loves working with family members and our clients to help them achieve their goals and give them peace of mind.

Have questions? Ask us directly! CLICK HERE TO GET STARTED

UPCOMING
Spokane Events

Estate Planning Workshops

Senior Rights:Your Legal Voice 
 
 
Planning ahead allows you to document your wishes and make the best decisions for your future. If you’ve been putting off planning for your senior years, now is the time to take steps to ensure your voice will be heard.

Join Elder Law Group for a special Three-Part Workshop Series based upon The Handbook for Washington Seniors published by www.legalvoice.org!
 

Each week Lynn St. Louis, Managing Partner of Elder Law Group PLLC will cover different Long-Term Care planning issues that impact seniors. We will discuss the tools you need to protect your future.
 
Indian Trail Library
4909 W. Barnes Rd.
Spokane, WA 99208

 
Join us for this special free to the public educational workshop series. Seating is limited – Call (509) 468-0551 or go to our website to RSVP.
 
Tuesday, September 11, 2018, 6:30 p.m. – 8:00 p.m.
  • Estate Planning Essentials
    • Wills, Trusts, and Asset Protection
    • Durable Powers of Attorney – Financial & Health Care
    • Health Care Advance Directives
 
Tuesday, September 18, 2018, 6:30 p.m. – 8:00 p.m.
  • Long-Term Care Planning
    • Qualifying for Medicaid
    • Ways to pay for Long-Term Care

 

Tuesday, September 25, 2018, 6:30 p.m. – 8:00 p.m.
  • Long-Term Care Planning – Putting It All Together
    • Checklists for Life Planning
    • Legal Resources for Seniors
    • Question & Answer Session

CLICK HERE TO RESERVE YOUR SPOT OR CALL (509) 992-1508

UPCOMING
Tri-Cities Events 

Estate Planning Workshops

Planning Ahead
 
Elder Law Group Attorney Liz Wallace will answer questions on how you can protect your money from the costs associated with Long-Term Care and the importance of Planning Ahead. 
  • Asset Protection Estate Planning
  • Wills with Asset Protection Supplemental Needs Trust
  • Protecting Assets from the Cost of Long-Term Care
The same workshop will repeat at both locations. Free and open to the public. Seating is limited – Call (509) 992-1512 or go to our website to RSVP.

 

Wednesday, September 5, 2018, 4:30 p.m – 6:00 p.m.
Affinity at Southridge
5207 W. Hildebrand Blvd 
Kennewick, WA 99338

Wednesday, September 19, 2018, 4:00 p.m. – 5:30 p.m.

Three Rivers Place
1108 W 5th Avenue
Kennewick, WA 99336

 

CLICK HERE TO RESERVE YOUR SPOT OR CALL (509) 468-0551

More Senior Events in Washington


In addition to attending one of our events, you may want to check out one of these wonderful opportunities below!

Spokane:

Plan Well, Age Well Workshop Series, Fall 2018 presented by the Spokane Elder Resource Team in collaboration with the Spokane County Library System.

Airway Heights Library                                      Argonne Library
1213 S Lundstrom St,                                   4322 N. Argonne Rd.
Airway Heights, WA                                                Spokane, WA

Week 1: Family Communication and Care Management
 Tuesday 9/25/18 1-2pm                         Wednesday 9/26/18 6-7pm

Week 2: Long-Term Care Insurance & Medicare Planning
Tuesday 10/2/18 1-2pm                          Wednesday 10/3/18 6-7pm

Week 3: Preparing for a Secure Financial Future
Tuesday 10/9/18 1-2pm                             Wednesday 10/10/18 6-7pm

Week 4: Senior Living & Legal Planning Essentials
Tuesday 10/16/18 1-2pm                           Wednesday 10/17/18 6-7pm
________________________________________________________

Arbor Crest Summer Concert Series
Cliff House, 4705 N Fruithill Rd, Spokane, WA
May 3, 2018 – September 30, 2018
 Recurring weekly on Sunday, Thursday @ 5:30 PM
$5 Thursday; $10 Sunday

Click here to read more!

Pig Out in the Park 2018
Riverfront Park, Downtown Spokane
August 29, 2018 – September 3, 2018
11:00 AM to 10:00 PM – Free Admission

Click here to read more!

Summerfest at Riverfront Park
Riverfront Park, Downtown Spokane
Sunday, September 9, 2018
Sunday, September 16, 2018

11:00 AM – 4:00 PM
Click here to read more!
 


Tri-Cities:

Tumbleweed Music Festival
Howard Amon Park

August 31, 2018 – September 2, 2018
Friday – 6:30 p.m. – 10:00 p.m.

Saturday and Sunday – 11:00 a.m. – 10:00 p.m.

Click here to read more!

North Pasco Fresh Picks Saturday Farmers’ Market
6600 Burden Blvd, Pasco WA
Saturdays, June-October, 8:00 a.m. – 1:00 p.m.

Click here to read more!

Labor Day Picnic
Columbia Park Main Stage
Monday, September 3rd , 11:00 a.m. – 3:00 p.m.

Click here to read more!
 

 

We are here to help!

Have a question or need to find a resource?
Check out our 
resource page for assistance.

Still not sure what to do?
Give us a call and let us guide you (509) 468-0551.

Empowering Seniors’ Futures
At Elder Law Group we Empower Seniors’ Futures through Asset Protection Estate Planning™. We make sure our clients’ voices are heard and their assets protected.

Whether you are at the beginning of retirement and planning for the future or need assistance with Long-Term Care now, Elder Law Group provides resources and a plan to give you the best quality of life possible.
 

With the complexities of the social and financial world we live in today, a traditional Estate Plan cannot protect you against Long-Term Care costs. Let Elder Law Group help give you the peace of mind you deserve through an Asset Protection Estate Plan.

Disclaimer: This newsletter is for informational purposes only and is not intended to provide legal advice to the viewer or user. Use of this newsletter and its contents does not create or establish an attorney-client relationship or privilege of any nature between the user and owner.

Like us? Please give us a review! 

Google     Facebook     Yelp
Lynn’s Avvo     Jonas’ Avvo     Liz’s Avvo    



See if you qualify for a free Estate Planning consultation.

Sign Up For Our Newsletter

ELG-logo-footer

Spokane Office

711 W Indiana Ave
Suite 102
Spokane, WA 99205
View Map >

Call Today:
509-468-0551

Tri-Cities Office

5861 W Clearwater Ave
Suite 3
Kennewick, WA 99336
View Map >

Questions? Get Legal Advice.

© 2019 Elder Law Group, All Rights Reserved.

Disclaimer: Information provided is for educational purposes only and should not be interpreted as legal advice nor as creating an attorney client relationship. Read full disclaimer