Estate planning workshop coming


Greene County News

XENIA — Greene County Council on Aging will present a five week course of “It’s my Money, my Stuff, and my Life!: Estate Planning for your Future” beginning on Tuesday, Sept. 27 at Xenia Community Center.

Each session will run from 6-8:30 p.m. The other sessions will be held on Tuesdays, Oct. 4, Oct. 11, Oct. 18, and Oct. 25. Xenia Community Center is located at 1265 West Second Street.

The five-week course provides an opportunity for people to start or continue their planning, no matter their age or level of financial resources.

Schedule is as follows. Sept. 27: Taking the First Step — Jerry Mahan, Retired Extension Educator and Pitfalls in Planning — Pete Stephan, Attorney. Oct. 4: Titling of Assets, Wills, & Advanced Directives — David Peterson, Attorney. Oct. 11: How Does Insurance Fit In? — Perk Reichley, Reichley Insurance, and Property and the Recorder’s Office — Eric Sears and Tammy Cox, Greene County Recorder’s Office. Oct. 18: Trusts, Probate & Taxes — Dave Cusack, Attorney. Oct. 25: Medicare/Medicaid and Other Retirement Health Insurance & Services/Support for Seniors and Caregivers — Susan Allen and Karen Puterbaugh, GCCOA.

Did you know? If you don’t have a will, the state of Ohio will decide where your assets will go. Thirty percent of people have an estate plan, but eighty percent of those are out of date. Very few Americans are saving for retirement. Very few individuals actually benefit from a trust. Medicare pays for little or no home-care. There may not be “his, hers and mine” when dealing with Medicaid rules. Life insurance proceeds may not go through probate. More ‘adults’ are working longer or going back to work.

GCCOA plans to give information necessary to make important decisions and answer questions such as: If I don’t have much other than a car, house and monthly income, what kind of planning can I really do? My kids are financially struggling. Should I help them? Will settling my estate be a burden for my family? How should my property be titled? Should I update my will and other documents? Will insurance cover nursing home care? If I leave a young family, will their future be secure?

To obtain a registration form, call GCCOA at 937-376-5486 or email [email protected] before Monday, Sept. 19. Cost of registration is $40 per household, includes binder and all program materials. Refreshments will be provided. GCCOA is located at 1195 West Second Street.

Report compiled by Anna DeWine with information from Greene County Council on Aging.

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