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Event Details
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Survivorship Now
presents
~~~ The Legacy Planning Breakfast ~~~
If you need to create a plan for your family or your elderly parents which helps assure a smooth transition upon death, you don't want to miss this! Take notes, ask questions and learn about things you may not have considered vital to a comprehensive plan.
Early Bird Tickets $20.00 (offer extended through Tuesday)
Tickets Purchased After April 6, 2010 are $30.00
** LIMITED SEATING **
All net proceeds to benefit Family Eldercare of Austin.
Since 1982 Family Eldercare has provided services to Travis and Williamson counties and currently serve more than 6,600 elders and adults with disabilities annually. They provide in-home care and care-giver services, case management, service coordination, and guardianship services. The programs are designed to prevent abuse, neglect, and financial exploitation while prolonging independent living.
And of course, the disclaimer:
The information provided at this event and from any communication
related to this event is for information purposes only. Family Eldercare is not
providing any legal, financial or other advice. Family Eldercare also does not
make any recommendation or endorsement as to any investment, advisor or other
service or product or to any material submitted by third parties or linked to
this event.
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| Your Host |
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Kristi Curry, Owner of Survivorship Now
Not only is she a top notch planner, she is your host for the breakfast. It is no secret that it is getting more and more complicated for survivors when a loved one passes away. The best insurance to prepare for a smooth transition is to have a plan in place when the time comes. Kristi has built a business working with clients to create comprehensive, custom survivorship plans. She will share some of the key components of a plan with you so you can get started on a plan for you or your parents. |
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Invited Speakers
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Tom Arbuckle, AMBIS (Austin Memorial and Burial Information Society)
The
funeral industry is an $11 billion a year industry and growing.
Planning a funeral or memorial service can be confusing, costly, and
frankly traumatic, at the time of death. Tom is on the Board of Directors of AMBIS, a non-profit organization of area residents who help our
local citizens make funeral and memorial decisions that are dignified,
meaningful and affordable. He will be opening our eyes to the common
challenges families such as options for funerals, managing costs,
understanding your rights as a consumer and exposing you to this
valuable resource available to help with end-of-life issues. The gist
of his presentation? Educate yourself and "shop before you drop."
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Mike O'Krent, Owner of Life Stories Alive
Will? Check. Legal Power of attorney? Check. Medical Power of Attorney? Check. Don't forget your loved one's story! Take steps to capture personal stories and memories that become priceless before someone you love passes away and it's too late. Mike is going to share with you some great information on how to capture the memories before they are gone. If this is something you have been thinking about doing, you don't want to miss his presentation!
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Glenda and Kristel Overfelt, Co-owners of Whimsey Appraisals
It's way more than telling you how much your things are worth. Glenda and Kristel are going to provide insight into the world of "valuing your stuff.'' Things like why you need to know values of items, reasons to use a credentialed appraiser, what to look for in a professional appraisal report, the "appraisers rule of thumb" and so much more!
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Kelly Kocurek, Attorney with Dubois, Bryant & Campbell L.L.P
Sometimes
understanding the legal aspects of estate planning and probate can be
more than challenging. Kelly will review the basic principles of a
will, estate planning and probate in Texas. He will also shed some
light on the recent changes in the federal estate tax law. Bring your
questions! There will be an estate planning Q&A to follow
presentation.
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Bill Thompson, Owner of Downsizing Estates
One
of the biggest challenges families have is dealing with a loved one's
property after they have passed away. Bill is going to share with
you the mechanics of an estate sale, some of the emotional components
you may not expect to have and what to look for when hiring a company
to liquidate the remaining items not wanted by the survivors.
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When & Where
Norris Conference Center
2525 W. Anderson Lane
Austin,
TX 78757
Saturday, April 10, 2010 from 8:30 AM to 12:30 PM (CT)
Add to my calendar
Hosted By
Survivorship Now
Survivorship Now works with clients to create comprehensive plans for their families if there is a death or disability. Comprehensive planning is more than just having a will, it's having all the details your family needs to know if they are faced with a death.
