The Estate and Elder Planning Center, LLC

Coordinating personal, financial and legal for both generations

The Estate and Elder Planning Center is a single source for families to find answers to their questions about how to make the best use of all resources – both public and private – to assure that seniors are properly cared for with dignity and compassion.
 

Upcoming Events 

June 6

Kerry will be on a panel at the Summer Senior Symposium between 5 and 7 pm.  Belvedere Commons of Frankllin is hosting and giving this event to the community.  In addition to Kerry, the panelist include:
  • Mr. Timothy Takacs: Attorney with The Elder Law Practice of Timothy Takacs. He is also frequently showcased on Channel 5 NEWS.
  • Dr.Kurt Klauburg: Belvedere Commons of Franklin Medical Director and Director of Geriatric Services at Rolling Hills Hospital. 
  • Mrs. Mary Harkleroad: A longtime Licensed Clinical Social Worker who has worked alongside of Dr. Bill Petrie and Dr. Kurt Klauburg. Mary also hosts our Monthly Caregiver & Family Support Group meeting at Belvedere Commons.
Please come and get your questions answered and hear answers to questions that you didn't think to ask.
Summer Senior Symposium

 

June 16th
WAKM 950am hometown radio, 8 - 9am   Sister company Assurance Financial Partners is hosting an hour long show to honor our veterans on this Veteran's Day.  Tune in to hear a variety of guest on this subject.  You can also listen online at www.wakmworldwide.com

June 30th
Elder Law Attorney Timothy L. Takacs is back with his eye opening talk on the "Danger Zone".  Here's what one attendee said afterwards, "Attending Tim's presentation of the "Danger Zone" was not only insightful and educational, but extremely applicable for anyone who deals with the children of aging parents. For senior service providers, the information is priceless...it gives us the needed "visuals" to succinctly explain the absolutes of aging and the effects on families and seniors. The information should be in everyone's arsenal....because everyone will need it....sooner or later."  This class is for families as well as professionals. 




 

Investment advisory services provided by Redhawk Wealth Advisors Inc., an SEC registered investment adviser