We welcome the opportunity to share our expertise with your audience. Our most popular topics are listed below, but feel free to contact us if you have a different topic in mind. Please fill out the form below and we’ll be happy to contact you to discuss the details. We look forward to hearing from you!
Relational Estate Planning®: What It Is and How It Can Bring You Confidence to Face the Future
Learn about our unique approach to estate planning and how it can give you and your family peace of mind about whatever the future holds. In this presentation, we explain how we developed our Relational Estate Planning philosophy and how it is a more holistic and meaningful approach than traditional estate planning. We explain five goals that every estate plan should accomplish. We also explain the tools to make those goals happen, such as wills, trusts, estate guides and inventories, and more. This is a great introduction to estate planning for beginners, and a new view on estate planning for those who already know about it.
Legal Tips for Preventing Elder Abuse
This presentation seeks to educate and equip aging adults and their families or caregivers. In it, we outline some of the struggles and opportunities for abuse or neglect aging adults face as they decline, and how to plan to prevent those situations. Through a relational estate plan that includes a community of professionals, various legal tools, and technological tools, we can greatly reduce the risks that people face as they age.
Legal Tips for Navigating Major Tax Law Changes
With the economic ups and downs of the past couple of years, tax laws have already changed, and more changes are undoubtedly coming. In this presentation, we discuss the three types of taxes to consider as you plan your estate: income tax, estate tax, and capital gains tax. We give you best practices for tax planning, and guidelines for when you need to update your estate plan due to tax changes.
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Mr. Hummer drew up a will, advanced directive and a power of attorney for me recently. He is a very personable attorney; he took the time to get to know me and we had a great conversation! His staff was very friendly and his office was immaculate. I would highly recommend Mr. Hummer if you are looking for an attorney!”
“Excellent to Work With
I relocated from another state so I was keen on updating my plan. Josh and his team are excellent to work with and clients have the added advantage of the educational webinars and other tools offered covering a number of topics. The organization and presentation of documents will definitely provide a roadmap for my representatives to make managing my affairs much easier.”