Russell Golowin

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Probate Primer

Financial Wellness

An explanation of the basic steps of the probate process intended to give a general idea of what the executor will be responsible for handling.The program begins with a discussion of probate v. non-probate assets, then moves to the role wills play in the probate process. Then, a description of the main steps of probate including some of the most important probate forms and techniques for making probate go as smoothly and inexpensively as possible.Please note that his is not intended to be a “how-to” guide, but rather only an introduction to the most important steps and concepts.

Five Critical Documents for the 18-Year-Old

Financial Wellness

You may have a rock-solid estate plan in place, but what about your newly-minted 18-year-old? Did you know that if your “child” does not sign legal documents upon reaching 18 that you no longer have the ability to make decisions for them or even be informed of their condition if there is a medical emergency? This program discusses the five important documents every adult should have.

Estate Planning for Moms and Dads

Financial Wellness

Did you know that if parents don’t name a guardian for their children that the court would decide who raises the kids if mom and dad die? What if the kids are with a babysitter and mom and dad are in an accident? Is anyone legally authorized to care for the children, or might they have to stay with Children’s Services until everything is sorted out?Parents of young children need to take special care with their estate planning. This program discusses these special issues along with a brief discussion of wills and trusts.

How to Protect Your Assets from Nursing Home Costs

Financial Wellness

Building upon the information provided in “Estate Planning Essentials,” this program covers Medicaid, VA Aid and Attendance Pension for wartime veterans or surviving spouses of wartime veterans, and long-term care insurance.

Estate Planning Essentials – Core Concepts

Professional Wellness

A fast-paced explanation of wills and probate, avoiding probate with revocable trusts, financial powers of attorney, living wills and more. This core program is recommended for all.

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