The Importance of Early Estate Planning Discussions with Elder Law Attorney, Maureen Anderson

Retirement Plain & Simple

We are excited to have Elder Law Attorney, Maureen Anderson, on the show with us today. She joins us to discuss the benefit of intergenerational conversations surrounding end-of-life planning and wealth transfer. Starting these conversations with your loved ones can be challenging, so we’re excited to have Maureen’s perspective and insights to help approach these topics as effectively as possible.

Tune in as Maureen explains why open and honest family discussions are crucial for future planning, and shares valuable tips to get these conversations started. These discussions should cover everything from wills and powers of attorney to healthcare directives and living wills. By addressing these topics early and revisiting them regularly, families can ensure that everyone is on the same page and prepared for whatever the future holds.

Here’s some of what we discuss in this episode:

• The scope of Maureen’s practice as a Certified Elder Law Attorney
• The importance of end-of-life planning and getting your documents in order
• Why it’s so important to have these conversations with family members as early as possible
• How you can start having these conversations with family members
• What you should talk about with your kids + when professionals should get involved

Contact:

If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/