Finance & Legal   

Many families worry that if a loved one needs long-term care, they’ll lose everything they’ve worked for. Bellomo & Associates offers this course to help clear up the confusion surrounding Medicaid eligibility, long-term care planning, and protecting family assets. This course is ideal for anyone supporting an aging parent or loved one, or for those who want to plan ahead to avoid unnecessary stress in the future. The team at Bellomo & Associates walks attendees through the process in simple, understandable terms, with no confusing legal jargon.

Attendees will learn:

• Why you shouldn't give away assets to qualify for Medicaid
• How families can protect their home and life savings legally and ethically
• Why applying for Medicaid without professional guidance can lead to costly mistakes
• The crucial role a well-drafted power of attorney plays in elder care planning
• What to do now, before a health crisis turns everything upside down

This course provides clear direction and peace of mind for families concerned about how they’ll afford care or protect their future. Bellomo & Associates is known throughout the state of Pennsylvania for helping families navigate complex elder law issues with integrity, respect, and a focus on doing what’s right, not just what’s legal.

Angered by scam calls invading your privacy? Disgusted with emails and texts from criminals filling your inbox or junk files? Concerned about your older family members being fleeced? Most of us are beyond annoyed with the ways our lives are being bombarded by scammers, and we feel we have no control. The FTC and FBI say that it is only going to get worse! Join Mary Bach for this educational and informative session about many of the latest scams, the red flags, what to do, and where to complain. You are your own first line of defense. Remember, if you can spot a scam, you can stop a scam!

When creating your estate plan, it is critical to understand how your assets are distributed to your heirs and favorite charities. This course will address the difference between various forms of legal ownership of assets and the tax implications on your estate. This course is an important primer for understanding how probate and non-probate assets impact your estate plan.

Special note: This is an important primer for the Estate Planning 101 course.

Do you feel “ripped off” in the marketplace? Do you understand Pennsylvania’s amusing and confusing sales tax applications? When you pump a gallon of gas, how do you know that that is what you received? Have you noticed that packages are shrinking the amount of product you get for the price you pay? When selecting merchandise, do you have to hunt for the price? Have you ever been overcharged at a scanner checkout register? Your shopping trips will never be the same after this entertaining and educational course packed with important consumer information.

Estate planning covers more than what happens when you die. There are many matters to consider in addition to a standard will or trust, power of attorney and living will, or advanced directive. This course will discuss other steps you should be considering and provide some documentation to get you started.

OLLI at Penn State is pleased to partner with the Pennsylvania Bar Association and the PA Supreme Court's Commission on Judicial Independence to present an informative conversation with Pennsylvania judges. This 90-minute, moderator-led panel will detail the career path to the judicial role, managing the courtroom and caseload, and the behind-the-scenes details for court operations and how cases are decided. Panelists will discuss current challenges and efforts to ensure public trust in a fair and secure judicial system and will also share personal perspectives on the realities of life as a judge.

In this course, Larry will focus on how to prepare for the big “what if” and prepare your records for your death. Larry will review wills, power of attorney, health proxy, titling beneficiaries, IRAs, annuities, etc. He’ll provide the mechanics for avoiding probate and explain how to develop instructions for heirs.

In this course, Larry will focus on how to prepare for the big “what if” and prepare your records for your death. Larry will review wills, power of attorney, health proxy, titling beneficiaries, IRAs, annuities, etc. He’ll provide the mechanics for avoiding probate and explain how to develop instructions for heirs.

In this course, we cover the key documents for a solid estate plan. We will discuss why a will, a financial power of attorney, a health care power of attorney, a living will, and, in certain cases, a living trust are necessary documents for a well-designed estate plan. Informational handouts will be provided about each document. Not having an estate plan should never be an option.