Finance & Economics   

In this class intended as a primer for estate administrators Dana and Tara Campbell from OLLI sponsor Dana L. Campbell, Attorney At Law will explore the intricacies of probate and of trust administration. We will discuss strategy, requirements, and dangers lurking in the administration of estates. If you are currently administering an estate or may be responsible for an administration in the future, please join us for discourse and fellowship. You are not alone! We will also briefly touch upon why administering a trust is so much easier than having to complete a probate.

How do you financially plan for yourself or a loved one to transition into a retirement community, skilled nursing home, or assisted living facility? How do you pay for it? Should you consider long-term care insurance? What happens when you run out of money? What happens if you have few or no assets prior to entering a facility? In this class Steven Cliadakis from OLLI sponsor Altum Wealth Advisors will cover some of the basic financial considerations involved in transitioning to one of these facilities.