Thursday, February 19, 2015

SPEAKING ENGAGEMENT: Be Prepared for the "what if's" of life.

Lynn A. Dean
Estate Planning Attorney
Lynn A. Dean will be presenting at an open community forum hosted by Casa de Santa Fe, a MBK Senior Living Company, in Rocklin California. This is for family, friends and those interested in hearing about the power of power of attorney documents.  Often the topic includes other facts that are insightful for people of all ages. Lynn likes to approach this topic in real terms because all of us have or have had situations occur where being prepared was a life line.

Event Details: March 18, 2015 3:00 PM
3201 Santa Fe Way, Rocklin, CA 95765
RSVP: 916-435-8800
EVENT FLYER: Click Flyer.

A power of attorney (including healthcare directives) is considered “durable” when it allows someone to make those decisions, even when you become mentally incapacitated. Powers you assign can be limited or broad, and cover things like buying property, initiating contracts, tax planning, making gifts, or planning for government benefits, like Supplemental Security Income (SSI) and Medi-Cal.

While issues involving the interdependence of legal, tax, financial, personal, family, and health concerns may be complex, Lynn has the experience and know-how to ensure all important facts regarding your estate are evaluated, and using this information, creates a customized plan that best protects your interests.

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