Hoyt & Bryan’s 2022 Special Needs Conference will be held on
Friday, September 16, 2022 from 9:30 a.m. – 12:00 p.m.
Join us to learn more about: Special Needs Trusts, social security, guardianship and guardian advocacy.
This complimentary and interactive workshop is designed to educate families about general estate planning principles, the federal estate and gift tax structures, and the importance of implementing and maintaining estate plans (approximately 2 hours). Reservations required.
This course is specifically designed to teach professional advisors how to utilize proven, cutting-edge estate planning techniques while becoming a leader in the impending transfer of wealth from generation to generation. You will have a unique opportunity to experience fresh and powerful planning ideas and techniques. While this course could be presented in the typical continuing education format, we have chosen to present these concepts from the perspective that really matters: the client’s perspective.
This complimentary workshop is a MUST for all clients approaching age 70 1⁄2. We will discuss in detail the “Stretch IRA,” including recent changes implemented by the IRS. Even if you have attended a Retirement Planning Workshop before, you should attend again to get updated.
This complimentary workshop is designed to educate business owners about the importance of succession planning for their business – generally one of their largest assets. Nationwide, more than 70% of all businesses fail to survive to the second generation. Who will run your business in the event of your disability or death? Where will the money come from to provide the liquidity for your estate? Do you have a realistic view of the value of your business?
Loving Without a License – An Estate Planning Survival Guide for Unmarried Couples and Same Sex Partners explores the unique estate planning challenges of unmarried couples and same sex partners – life alliance partners. Discover the estate planning techniques and directives that allow you and your partner to protect yourselves and each other. Traditional estate planning focuses on solutions for married couples or for singles. What about the unique challenges faced by unmarried, yet committed partners? The number of life alliance partners continues to grow, with an ever-increasing demand for laws, protections, and services designed specifically to address their specific estate planning needs. Step-by-step, Loving Without a License provides guidance, insight, and solutions for people genuinely concerned about creating a comprehensive estate plan that does one thing – accomplishes your goals.
At this workshop we will review the step-by-step process you need to know before and after losing a loved one, which includes: pre-need funeral planning, the probate and estate administration process, and frequently asked questions. Reservations required.
This workshop is intended to provide an overview of Veteran’s benefits to help you understand the eligibility criteria and benefits available to qualifying Veterans. We will explore medical benefits, service-connected disability compensation, and non-service-connected pension benefits. Our program will emphasize the non-service connected pension program, which is the primary VA program that provides financial assistance for long-term care related expenses, including in-home care, assisted living, and, in some cases, nursing homes.
As our society continues to age, one of the greatest concerns of the elderly, as well as their friends, family members, and other loved ones is they may need nursing home care in the future, especially as the costs for nursing home care continue to increase. This workshop will debunk many of the myths you may have heard with regard to Medicaid eligibility. We will explore opportunities that enable you to protect and preserve your assets, preserve your independence, and maintain your security as you confront the concerns of aging, illness, and possible nursing home placement. (approx. 3 hours). Reservations required.
As our society continues to age, one of the greatest concerns of the elderly, as well as their friends, family members, and other loved ones is they may need nursing home care in the future, especially as the costs for nursing home care continue to increase. This workshop will debunk many of the myths you may have heard with regard to Medicaid eligibility. We will explore opportunities that enable you to protect and preserve your assets, preserve your independence, and maintain your security as you confront the concerns of aging, illness, and possible nursing home placement. (approx. 3 hours). Reservations required.
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