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Helping Your Clients Take Care Of Their Legacy
Clients should focus on life goals not just documents, as life goals will change as people age and life circumstances change. As elder care attorneys we can help clients identify and clarify these life goals. These conversations with the attorney are important to ensure we prepare the right documents and more importantly guide them in having values-based conversations with their designated decision makers. Tools such as the “what matters to me” workbook and other tools designed to promote conversations about life planning is discussed.
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Brenna M. Galvin
Maser, Amundson & Boggio, P.A.
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This virtual program, spread over three half-days, will be a very fast-paced review of the key components of the Social Security program, including the eligibility requirements for all benefits.
Learn more and register today