Talks from Women On Money ™

Wills, Trusts and Aging parents, Protecting Independence While Keeping Parents and Assets Safe

October 9, 2020

A short, twenty minute rundown on what adult children need to know about their parents's estate plans, before crises occur.  Discussion includes focus on problems that can arise as aged parent transition from independence to dependency, and navigate problems with elder financial abuse. Panel discussion format with attorney Michael Menlove, insurance agent Natalie Haertlein, and certified financial planner and wealth partner Kathleen Nemetz. Hosted by Sharing Wisdom About Wealth, a community group, in Prescott, Arizona.

 

Part 1 of this series addresses basic terms and concepts in estate planning, when considering the needs of aging parents.

These episodes are meant to educate and inform, not to provide prescriptive advice. Please consult with a professional expert about your own situation before acting upon the concepts shared.

Podbean App

Play this podcast on Podbean App