Learn about estate planning, medicaid planning, caregiving and retirement in this lunch-time series.
UB faculty, staff, their families and retirees
UB faculty and staff, please log in to UB EDGE to register. For assistance with UB EDGE, please email email@example.com or call 645-4459.
All others please email firstname.lastname@example.org or call 645-4461 to register. If you wish to keep your registration and attendance for this EAP class private from your manager and others at UB, please register with EAP directly via email email@example.com or call 645-4461.
|Session Title ||Session Description||Registration|
|Wills, Trusts and Estate Planning||Estate planning is the process where a person develops a plan to organize their personal and financial affairs in order to deal with the possibility of mental incapacity or death. This session will review the essential estate planning documents we all should have and why, including wills, advance directives, and powers of attorney. It will provide information on the different forms of trusts available and explain why they are useful. It will also explain “probate” and how the estate administration process works.||Register in UB EDGE |
|Medicaid Planning||Whether you have sizeable wealth or a modest estate, the cost of long term care can quickly deplete your estate. Planning for home care, assisted living or nursing home care may be complicated, particularly in terms of Medicaid eligibility. Medicaid provides payment for nursing homes and some community-based long-term care. Unfortunately, there are many misconceptions surrounding the Medicaid program and how eligibility is determined. This workshop will explain Medicaid eligibility, the rules about transferring assets and other actions that can impact eligibility. We will also discuss legal techniques that can be implemented to protect your assets, whether you are planning well in advance or have an immediate need for care. This program will provide basic knowledge necessary to minimize the potentially catastrophic effect the cost of long term care can have on family wealth.||Register in UB EDGE|
|On Being a Caregiver||Being a caregiver often creeps up on you without any warning. Now, in addition to your own life and responsibilities, a whole new commitment has been added to your already full plate, and you need to learn how to juggle it all. This program will explore some of the common caregiver tasks, provide resources to support you in your role as a caregiver, identify some of the major stressors involving caregiving and provide strategies on how to minimize, manage and prevent the stress of caregiving.||Register in UB EDGE|
|Retirement 101||This workshop will discuss actionable steps to save, invest and prepare for retirement.||Register in UB EDGE|
Judy N. Cuzzacrea Wagner
Attorney at Law;
Harris Beach PLLC