Workshops at the Channahon Park District. Foundations of Estate Planning.
Stephanie has presented the Foundations of Estate Planning multiple times at the Channahon Park district. The purpsoe of the workshops is to demystify the estate planning process. The workshop covers common planning techniques and the documents used including Wills and Probate, Transfer on Death Instruments, Trusts, Powers of Attorney for Healthcare & Financial Matters.
Beyond the POLST: Who’s Looking Out for Mom and Dad?
Stephanie Macuiba presented to “Healthcare & Business Professionals OC” on the importance of advance planning within the aging population beyond the Physician Orders for Life Sustaining Treatment (POLST).
WEbinar: How to select a trustee and the role of a professional fiduciary
In this short webinar learn about the responsibilities of a trustee of a living trust and how a private professional fiduciary can assist in the administration of your trust.
fountain valley newcomers luncheon
Stephanie Macuiba discussed the importance of advance planning by creating a comprehensive estate plan.