Monthly Virtual Seminars
Samantha provides an in-depth overview of the basic estate planning documents (Financial Power of Attorney, Health Care Power of Attorney, Living Will, Mental Health Power of Attorney, and Last Will and Testament). She highlights the provisions each document should include and offers examples of recommended language for each document.
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Click to replay our previous online Seminars:
2021 Seminars:
December 16, 2021
"Don't be a Scrooge: The Ins and Outs of Gifting" We will be sharing the ins and out of gifting with you, as well as the gifting rules, accounts and trusts that can be set up, the federal exemptions and more.
"Don't be a Scrooge: The Ins and Outs of Gifting" We will be sharing the ins and out of gifting with you, as well as the gifting rules, accounts and trusts that can be set up, the federal exemptions and more.
November 11, 2021
"Veterans Benefits" The Law Offices of Samantha K. Wolfe, LLC will share with you the benefits for veterans and what you need to know to start the process.
"Veterans Benefits" The Law Offices of Samantha K. Wolfe, LLC will share with you the benefits for veterans and what you need to know to start the process.
October 20, 2021
"The Tricks of Medicaid Planning" Dealing with any type of insurance can be tricky at times. Samantha is going to explain the ins and outs of Medicaid and what you can or cannot do.
"The Tricks of Medicaid Planning" Dealing with any type of insurance can be tricky at times. Samantha is going to explain the ins and outs of Medicaid and what you can or cannot do.
September 22, 2021
"Falling back to the Basics of Business" Samantha provides a step-by-step guide for creating a business. The topics include choice of entity questions, annual meetings, buy-sell agreements, business succession tips, long-term care protection for businesses, registering with the Department of State, obtaining an EIN, and creating governing documents. What should be included in your corporate book? Samantha touches on what documentation should be included in a corporate book. She also talks about common mistakes she sees with businesses and the changes that can be made to help protect your business assets.
"Falling back to the Basics of Business" Samantha provides a step-by-step guide for creating a business. The topics include choice of entity questions, annual meetings, buy-sell agreements, business succession tips, long-term care protection for businesses, registering with the Department of State, obtaining an EIN, and creating governing documents. What should be included in your corporate book? Samantha touches on what documentation should be included in a corporate book. She also talks about common mistakes she sees with businesses and the changes that can be made to help protect your business assets.
August 18, 2021
"They're Going Back...To School" Attorney Wolfe will explain the benefits of Standby Guardianships, 529 accounts, UTMA accounts.
"They're Going Back...To School" Attorney Wolfe will explain the benefits of Standby Guardianships, 529 accounts, UTMA accounts.
July 1, 2021
"I Forgot! Common Mistakes in Estate Planning" Attorney Wolfe discusses common mistakes in estate planning
"I Forgot! Common Mistakes in Estate Planning" Attorney Wolfe discusses common mistakes in estate planning
June 21, 2021
Adventures in Medicare, my Dad's Father's Day Gift. We are excited to share our monthly virtual seminar with you. For June, Samantha presented "Adventures in Medicare, My Dad's Father's Day Gift." Samantha Wolfe helped her dad apply online and has the scoop on how to do it effectively. She discussed what Medicare covers, the difference between Medicare & Medicaid, who can enroll, what each Part of Medicare covers, and how it can benefit you.
Adventures in Medicare, my Dad's Father's Day Gift. We are excited to share our monthly virtual seminar with you. For June, Samantha presented "Adventures in Medicare, My Dad's Father's Day Gift." Samantha Wolfe helped her dad apply online and has the scoop on how to do it effectively. She discussed what Medicare covers, the difference between Medicare & Medicaid, who can enroll, what each Part of Medicare covers, and how it can benefit you.
May 4, 2021
Things Your Momma Should Have Told You. Samantha will explain the first 3 steps to take for Estate Planning, Estate Administration, Asset Protection Planning, Long-Term Care Planning, Medicaid Planning, Special Needs Planning and Business Succession Planning.
Things Your Momma Should Have Told You. Samantha will explain the first 3 steps to take for Estate Planning, Estate Administration, Asset Protection Planning, Long-Term Care Planning, Medicaid Planning, Special Needs Planning and Business Succession Planning.
April 8, 2021
How to Protect that Special Someone When They Can't Protect Themselves. This seminar is devoted to planning for individuals with special needs. What documents does that individual need? When is a guardianship needed? When does a financial power of attorney address the needs of an individual with special needs? What provisions need to be in a parent’s Will? Samantha explains the benefit of PA ABLE Accounts, first part supplemental needs trusts, third party supplemental needs trusts, and pooled trusts. She also explains why a Summary of Our Wishes document should be used in addition to legal documents.
How to Protect that Special Someone When They Can't Protect Themselves. This seminar is devoted to planning for individuals with special needs. What documents does that individual need? When is a guardianship needed? When does a financial power of attorney address the needs of an individual with special needs? What provisions need to be in a parent’s Will? Samantha explains the benefit of PA ABLE Accounts, first part supplemental needs trusts, third party supplemental needs trusts, and pooled trusts. She also explains why a Summary of Our Wishes document should be used in addition to legal documents.
March 17, 2021
Keeping it Green. Anyone who owns real or personal property—farm families in particular—needs to consider estate planning. Getting a dialogue started with family and determining a strategy to transfer farm assets can help minimize stress and the potential tax burdens on your heirs.
Keeping it Green. Anyone who owns real or personal property—farm families in particular—needs to consider estate planning. Getting a dialogue started with family and determining a strategy to transfer farm assets can help minimize stress and the potential tax burdens on your heirs.
February 15, 2021
How to Protect Your Honey. February is the month of LOVE. We have so many people in our lives who are dear to our heart. Some may not think of it this way, but LOVE is the primary ingredient when creating your estate plan. This Valentine’s Day holiday, Samantha uses the monthly virtual seminar to discuss the big ways and little ways you can protect your honey, both in life and at death, using your estate plan. Will you join us this month to explore how to spread the LOVE through your estate plan?
How to Protect Your Honey. February is the month of LOVE. We have so many people in our lives who are dear to our heart. Some may not think of it this way, but LOVE is the primary ingredient when creating your estate plan. This Valentine’s Day holiday, Samantha uses the monthly virtual seminar to discuss the big ways and little ways you can protect your honey, both in life and at death, using your estate plan. Will you join us this month to explore how to spread the LOVE through your estate plan?
January 28, 2021
Keep Your Seatbelts Fastened Until We Reach a Complete Stop. Samantha provides an overview of the tax changes that may be in our future under the Biden Administration including: taxes changes under the COVID-19 spending plan and the income, gift, corporate, and estate tax policies that Biden included in his tax agenda during his election campaign. Additionally, Samantha highlights a unique planning opportunity in Pennsylvania that you may have if the proposed tax changes are implemented at a federal level. It's tax fun for everyone!
Keep Your Seatbelts Fastened Until We Reach a Complete Stop. Samantha provides an overview of the tax changes that may be in our future under the Biden Administration including: taxes changes under the COVID-19 spending plan and the income, gift, corporate, and estate tax policies that Biden included in his tax agenda during his election campaign. Additionally, Samantha highlights a unique planning opportunity in Pennsylvania that you may have if the proposed tax changes are implemented at a federal level. It's tax fun for everyone!
2020 Seminars:
December 10, 2020
EZ-Pass to Estate Administration. Samantha discusses the logistics of how to administer an estate in PA. What should be done with personal property? How to handle real estate? This seminar offers practical answers and solutions on how to navigate estate administration in PA.
EZ-Pass to Estate Administration. Samantha discusses the logistics of how to administer an estate in PA. What should be done with personal property? How to handle real estate? This seminar offers practical answers and solutions on how to navigate estate administration in PA.
November 18, 2020
Grandma Got Run Over By a Reindeer... I Mean Put in a Nursing Home. How to we provide support to our aging population? How do we plan for the second half of life? We review in-home care options, ways to pay for long-term care, veterans benefits, Medicare and Medicaid as we explore ways to help Grandma be admitted into a nursing home.
Grandma Got Run Over By a Reindeer... I Mean Put in a Nursing Home. How to we provide support to our aging population? How do we plan for the second half of life? We review in-home care options, ways to pay for long-term care, veterans benefits, Medicare and Medicaid as we explore ways to help Grandma be admitted into a nursing home.
October 21, 2020
What's in Your Closet? Part 2. We review the 6 types of taxes (Federal income tax, federal estate tax, federal gift tax, Pennsylvania inheritance tax, generation skipping tax, and the healthcare surtax) that need to be addressed when incorporating a trust as part of your estate planning.
What's in Your Closet? Part 2. We review the 6 types of taxes (Federal income tax, federal estate tax, federal gift tax, Pennsylvania inheritance tax, generation skipping tax, and the healthcare surtax) that need to be addressed when incorporating a trust as part of your estate planning.
September 24, 2020
What's in Your Closet? Part I. Have you ever wondered how to protect assets? In this virtual seminar, Samantha explains how to use an irrevocable trust to protect your assets from nursing home costs. Additionally, she outlines the purpose of an asset protection plan and who needs to explore such a plan. Samantha explains how a trust is like a closet, and offers an example of when a trust can be used for a client to achieve asset protection.
What's in Your Closet? Part I. Have you ever wondered how to protect assets? In this virtual seminar, Samantha explains how to use an irrevocable trust to protect your assets from nursing home costs. Additionally, she outlines the purpose of an asset protection plan and who needs to explore such a plan. Samantha explains how a trust is like a closet, and offers an example of when a trust can be used for a client to achieve asset protection.
August 26, 2020
Kicking the Bucket Gracefully. How do I prepare for my death? What do I need to know about the estate administration process? What is probate? Is probate something I should avoid? The Law Offices of Samantha K. Wolfe, LLC explores the estate administration process and offers some tips and tricks to ensure that you kick the bucket gracefully. Samantha covers everything from probate to Pennsylvania inheritance tax and offers some examples of how to do estate administration efficiently.
Kicking the Bucket Gracefully. How do I prepare for my death? What do I need to know about the estate administration process? What is probate? Is probate something I should avoid? The Law Offices of Samantha K. Wolfe, LLC explores the estate administration process and offers some tips and tricks to ensure that you kick the bucket gracefully. Samantha covers everything from probate to Pennsylvania inheritance tax and offers some examples of how to do estate administration efficiently.
July 30, 2020
The Lost Art of Estate Planning. Samantha provides an in-depth overview of the basic estate planning documents (Financial Power of Attorney, Health Care Power of Attorney, Living Will, Mental Health Power of Attorney, and Last Will and Testament). She highlights the provisions each document should include and offers examples of recommended language for each document.
The Lost Art of Estate Planning. Samantha provides an in-depth overview of the basic estate planning documents (Financial Power of Attorney, Health Care Power of Attorney, Living Will, Mental Health Power of Attorney, and Last Will and Testament). She highlights the provisions each document should include and offers examples of recommended language for each document.
