Taxes, Preservation of Assets, IRAs, Social Security
Aging Adults & Estate Planning: How to Start the Conversation
Presenters: Irma K. Nimetz, Partner, McCarthy Fingar LLP
Broadcast on November 16, 2023
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Integrating Your Estate Plan With Your Long-Term Care Plan
Presenters: Julia Santo, Esq. of Lamson & Cutner, P.C.
Broadcast on October 25, 2023
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Top Financial Concerns and Wishes for 2023 and Beyond
Presenters: Amir Asadi, Fortis Lux Financial
Broadcast on September 20, 2023
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The 5 Reasons You Need a Trust
Presenters: Alan Feller, Owner, The Feller Group, P.C.
Broadcast on September 6, 2023
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Independent Aging: An Attorney’s Perspective
Presenters: Brian Miller, Esq., CELA of Littman Krooks LLP
Broadcast on August 23, 2023
Additional Resources:
Future Care Planning Q&A
This Future Care Planning Q&A was drawn from the 22nd edition of the Elder Law Q&A: An Introduction to [Read more]
Preservation of Assets / Medicaid Planning Q&A
Senior Law Day Collaborative Q&As are intended to guide older adults and caregivers as they address issues related to [Read more]
Taxes Q&A
Senior Law Day Collaborative Q&As are intended to guide older adults and caregivers as they address issues related to [Read more]
Q&A Appendices
These appendices are referenced in the both the 22nd edition of the Elderlaw Q&A and the individual 2023 Q&A [Read more]
Keeping Your Financial House in Order: Tips to Tame Your Paperwork and Calm Your Mind
Presenter: Amy Jo Neill (ANA Group).
Broadcast on April 20th, 2023.
Accompanying Presentation: