Keeping the Golden Years Golden:
3 Key Considerations

Estate Planning • Guardianship • Benefits Planning

Keeping the Golden Years Golden:
3 Key Considerations

Estate Planning
Benefits Planning

A FREE Webinar Series
Hosted by Moen Sheehan Meyer Law Firm

with Guest Speakers From The Aging & Disability Resource Center and
Mayo Clinic Health System

Psst. Hey you! Yes, you! We know you're juggling a lot. Perhaps, like many, you're in the position of raising kids AND helping take care of aging family members. Perhaps you're nearing retirement—or newly retired. Whatever is going on in your life, you likely have a lot to manage. You probably don't want to add even one more thing to that growing to-do list.


There is one area in most American’s lives that could benefit from a little work…

...And that’s getting the proper plans and legal documents in place as you (or your family members) age.

"I know, I know! I need to do a will!" you cry...

..."That’s right," your friends sagely nod (they’ve probably been putting it off, too).

But did you know there’s more to protecting yourself, your assets, and your family than just a will?

There IS more. And it's important. But we’re here to help break it down for you, in a free webinar series presented by a panel of local experts.

Watch our three, one-hour webinar sessions - during which we address important questions around estate planning, healthcare power of attorney, guardianship, and benefits planning.

We promise, we won’t overwhelm you.

We won’t use confusing legal jargon.

We’ll provide just enough information to help you make an informed decision on what to do or where to turn next.

So please, take this first positive step towards getting your or your family’s legal considerations taken care of (and invite those friends, too!)

Estate Planning

During this session we discuss basic estate planning, including why it's important to complete an estate plan, basics of a last will and testament, durable financial power of attorney, and health care power of attorney.  We also touch on Wisconsin guardianship, probate, and naming beneficiaries.

  • What happens if I do not plan for my (or my loved one's) death?
  • Can I do anything to help my family avoid probate? (And what, exactly, IS probate?)
  • What is a "Health Care Power of Attorney" and do I need one?
  • I'm not wealthy. Do I still need a will?
  • How do I make sure my kids get the cabin, cash, or my prized Aretha Franklin album collection?


A guardianship action is a court procedure to appoint someone called a "guardian" to make medical and/or financial decisions for an incompetent person called the "ward." A guardian for an adult is a person or agency appointed by a court to act for an adult who has been found to have a functional impairment in decision-making or communication that meets the legal standard for a finding of incompetence.

  • Does Mom or Dad need a guardian or conservator?
  • What happens if the court appoints a guardian or conservator?
  • Are guardians in charge of money?
  • Can I just sign a durable power of attorney form?
  • How will this be paid for?

Benefits Planning

If you or a loved one will require care in a nursing home or assisted living facility, you'll want to be up-to-speed on Medicaid eligibility and recovery rules and how they apply to Medicaid applicants. We focus on elderly Medicaid applications and provide basic examples to help you understand and apply the rules to your own circumstances.

  • Are Mom and Dad eligible for Medicaid?
  • I think I make too much money to be eligible for Medicaid. What should I do?
  • What is "spend down" and is it something I should avoid?
  • Dad needs to go into the nursing home. How can we make sure Mom can keep the house?
  • What is the "5 year lookback period?"

Our Speakers

Kelsey Flock

Kelsey Flock, CTRS
Dementia Care Specialist
Aging & Disability
Resource Center

Tina Johnson
Elder Benefit Specialist
Aging & Disability
Resource Center

Gina Zumach, B. S. W.
Advance Care Planning Coordinator
Section of Social Work
Mayo Clinic Health System

Kara Burgos

Kara M. Burgos
Moen Sheehan Meyer, LTD.

Matthew Cromheecke

Matthew R. Cromheecke
Moen Sheehan Meyer, LTD.

Nathan P. Kemp

Nathan P. Skemp

Moen Sheehan Meyer, LTD.

Who Should Watch?

  • Anyone who wants to help aging family members prepare for the next stage of their life when they may require more care and assistance—and to help prepare for their eventual passing
  • Anyone who wants to "get their affairs in order" but doesn't know where to start
  • Anyone who has begun the process of estate planning - whether that's creating a will, completing a healthcare power of attorney form, etc. but wants a clearer picture of the process and key considerations
  • Individuals planning for retirement or those who recently retired who want to start laying the groundwork for Medicaid eligibility

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Legal Disclaimer: This webinar series provides general information about this subject. Laws affecting this subject vary by state. For specific legal advice about a problem you are having, get the advice of a lawyer. Any information presented in this site or webinar series is not legal advice nor does its viewing constitute the formation of an attorney-client relationship.