They also explore options for business continuity and succession, ensuring a smooth transition of ownership and operations in the event of incapacity or passing. Additionally, workshops may address tax implications, wealth preservation strategies, and philanthropic opportunities to align business values with legacy planning goals.
Focusing on the caregiver and business owner perspectives, these workshops empower individuals to proactively plan and protect personal or professional aspects of their lives. Participants gain the knowledge, confidence, and support needed to navigate these critical areas with clarity, compassion, and foresight.
In partnership with LOLA, JM Senior Services offers comprehensive services to address specific caregiver and business owner needs related to legacy protection.
Caregiver and Business Owner Workshops
JM Senior Services conducts training sessions to equip caregivers and business owners with skills and knowledge to prepare for life transitions and to protect an individual’s legacy.
Caregiver and business owner workshops are uniquely designed to address the responsibilities of planning for a loved one's end-of-life care or safeguarding business assets. These workshops provide comprehensive guidance and strategies tailored to caregivers and business owners, ensuring they can effectively manage their responsibilities and protect what matters most.
For caregivers, the workshops offer valuable insights into navigating the complexities of end-of-life care. They cover topics such as understanding and accessing healthcare options, creating advanced care directives, managing finances and legal matters, and coping with emotional and spiritual challenges. Caregivers gain practical tools and resources to provide optimal care while honoring their loved one's wishes and maintaining their own well-being.
The workshops focus on asset protection and succession planning for business owners. Participants learn how to safeguard their business assets through proper legal structures, insurance strategies, and risk management techniques.
