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The Estate Plan Every Family Needs—plus what to know about Medicare, LTC & Critical Illness

Start with the legal tools that keep your family in control (Will vs Trust, POA, Advance Directive, HIPAA, beneficiary alignment). Then see where Medicare ends—and how LTC & Critical Illness layer on to cover the gaps.

What You'll Learn

  • ✓
    The estate-planning tools that keep decisions and dollars under your control: Will vs Trust, POA, Advance Directive, HIPAA, and beneficiary alignment.
  • ✓
    What Medicare actually covers—and what it doesn’t (and why that matters to your plan).
  • ✓
    How Long-Term Care and Critical Illness can protect savings and options when care or diagnosis hits.
  • ✓
    Simple next steps that spare your family court, conflict, and costly surprises.

Date: Friday, Feb. 13, 2026 

Time: 6:30 -7:30 PM EST

Venue: Live on Zoom

  •  Free • Practical • Replay for registrants

Register Now

Agenda

  1. Framing & disclosures — Ada 

  2. Medicare & LTC essentials — Marshell 

  3. Critical Illness—when a lump‑sum changes outcomes 

  4. Estate‑planning essentials (Will vs Trust, POA, Advance Directive, HIPAA, beneficiaries) — Ada 

  5. Poll + case vignette — Joint 

  6. Q&A — Joint 

Who It’s For

Adults 55+, caregivers, retirees/pre‑retirees, and adult children helping parents.

About the Presenters

Ada Egbufor — Estate Planning Attorney
Marshell Barton — Medicare & Long-Term Care Specialist

Ada Egbufor, Esq. MBA

Marshell Barton, Insurance Professional

Host: Principal Attorney, Southern Estate Planning Law Group, LLC.
Guest speaker: Marshell Barton Medicare & Long‑Term Care Specialist.

Ada helps families avoid court and conflict with trust‑centered planning, clear documents, and values‑driven legacy design.

Marshell provides carrier‑neutral education so families understand coverage, costs, and timelines before a crisis.

 

Book a Life & Legacy Planning Session with Ada
Book with Marshell

FAQ

Is there a replay? Yes. The replay will be sent to all registrants by email.
Is this a sales pitch? No. It’s educational. If you want help afterwards, you can book a call.
Do I need prior knowledge? No. We’ll keep it plain‑English and practical.

Don’t Wait — Protect What Matters Most to You Now.

Spots are limited, and this free session is packed with practical strategies you can use immediately.

👉 Register Free Now

DISCLAIMER

 Educational only; not legal, tax, or individualized financial advice.
Medicare content is carrier‑neutral; benefits vary by plan/county—verify with your plan and SSA.
© Southern Estate Planning Law Group, LLC.
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