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Moore Wealth Management Conducting a Free Estate Planning Webinar On Wednesday, August 26th, Susan Moore of Moore Wealth Management will be conducting a free estate planning webinar. The workshop covers several topics, including a review of the various legal documents involved in estate planning such as wills, durable powers of attorney, advanced healthcare directives, revocable and irrevocable trusts. Beneficiary designations are a great tool in estate planning, properly used. They are flexible and can be changed without having to re-do legal documents to reflect family changes such as births, deaths and divorces. The workshop covers how to use these beneficiary designations properly, including primary and contingent beneficiaries and per capita or per stirpes distributions. In addition, the workshop gives attendees a template of how to conduct a family meeting at which you communicate to your family and heirs your plans and intentions around the distribution of your assets. A vital part of this meeting is to define the roles Susan Clayton Moore, J.D. and responsibilities of your various heirs as well as general instructions, including the location of key documents, burial wishes and intentions for tangible personal property. If you would like to be included in the webinar, please contact Sarah at 256.234.2761 or sarah@moorewealthmanagement.com.
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w w w. r i ve rre gio n b o o m.co m June 2020 Caregiver of The Month
C Catherine Gray (CC)
Please help us congratulate C Catherine Gray (CC) as our Caregiver of the Month for July 2020! CC has worked incredibly hard over the past several months to ensure the well-being and happiness of her client. She is a very compassionate and detail-oriented caregiver that puts her client first daily. One of the things that we value most about CC is her excellent communication skills. She keeps very detailed notes and makes sure the office is aware of any changes in her client’s condition. CC treats her client with dignity and respect and conveys the same tenderness to her client that she would to her own family member. Thank you for being a valuable member of our Team, CC...Keep up the GREAT work!
We are proud to have CC on our team! For more information visit www.homecareassistancemontgomery.com
32 BOOM!
August 2020
RiverRegionBoom.com
The River Region’s 50+ Lifestage Magazine
