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SEMINAR SERIES

Archives

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2025 When Life Gets Legal
 

Navigating Tax Law

In this session, we’ll break down the fundamentals of tax law, providing participants with a clear understanding of the essential concepts that impact individuals and families. From income reporting to deductions, credits, and common tax pitfalls, we'll cover the core elements everyone should know. Additionally, we’ll discuss what to do if you receive an audit notice: how to prepare, what to expect, and how to respond effectively.

2025 Identity Theft Today
 

Tackling Title Theft and Fraud

In this session, you’ll learn how to defend your home against title theft and fraud, a growing threat in the digital age. Participants will gain insight into how scammers illegally claim ownership of properties and the warning signs of title fraud. We’ll also cover proactive steps to secure your property records and ensure your home remains safe from fraudulent claims.

2025 Conversations For Caregivers
 

Using Power of Attorney 

Explore the essentials of power of attorney, a vital tool for managing caregiving responsibilities. This seminar will cover what power of attorney is, its various types, and how to effectively use it to manage finances, access medical records, and handle taxes on behalf of a loved one. Gain practical insights into navigating these legal responsibilities, empowering you to support your loved ones with confidence and clarity.

Wills and Estate Planning

In this session of When Life Gets Legal, we will focus on Estate Planning. Attendees will learn about essential estate planning tools and vehicles like what a will covers, an overview of trusts, how to use power of attorney, and executing a medical directive.

2024 When Life Gets Legal
 

Medical Identity Theft

In this session of Identity Theft Today, we will focus on how to resolve medical identity theft. Attendees will learn how to spot red flags that their medical information has been compromised, request an accounting of disclosures from medical providers and health plans, and their rights under HIPPA and the Fair Credit Reporting Act.

2024 Identity Theft Today
 

Caregiving:
Elder Law, Disabled Children, Guardianship

In this session, we will focus on legal matters that arise for caregivers, delving into important areas such as elder law matters, disabled children, and information on guardianship. Join us for an informative and engaging discussion that will empower caregivers with the legal knowledge they need to navigate these challenges confidently.

2023 When Life Gets Legal
 

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