Artwork

Contenido proporcionado por HFM Investment Advisors, LLC, HFM Investment Advisors, and LLC. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente HFM Investment Advisors, LLC, HFM Investment Advisors, and LLC o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Player FM : aplicación de podcast
¡Desconecta con la aplicación Player FM !

Aging with Grace: Ensuring a Burden-Free Future through Life Care Planning

13:41
 
Compartir
 

Manage episode 373077249 series 2841622
Contenido proporcionado por HFM Investment Advisors, LLC, HFM Investment Advisors, and LLC. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente HFM Investment Advisors, LLC, HFM Investment Advisors, and LLC o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

HFM is shining the spotlight on the crucial topics of elder law planning and life care planning. CERTIFIED FINANCIAL PLANNER Jason Gabrieli is joined by Brittany Tedesco, Esq. from Bratton Law Estate and Elder Attorneys, a seasoned expert in the field, guides listeners through the various aspects and timelines associated with these services. The conversation centers around the practical side of end-of-life planning and the resources available to those navigating this process, with the objective is to ease the pressure on the family and the client, allowing them to focus on their roles without worrying about technical aspects.

Tune into this episode to also learn:

  • What is the importance of pre-crisis planning in elder care?
  • How does the role of a Care Coordinator in an elder law firm help in facilitating the process of elderly care?
  • What are the different factors considered when planning for elder care services?

What we discussed

[00:01:42] Elder law attorney offers comprehensive life care planning

[00:05:17] Life care planning involves understanding client's concerns, goals, and financial state to provide personalized care plans

[00:09:08] Seek advice for elder care and caregiver burnout

[00:10:30] Estate planning firms offering life care planning can provide peace of mind for the future

3 Things To Remember

  1. Elder law attorneys provide much more than just wills and powers of attorney, they can provide guidance beyond that including what they call life care planning services.
  2. Having a care coordinator can relieve the family and the client of a lot of pressure and make sure they can focus on being the child or the parent and not worry about uncomfortable conversations or making big decisions.
  3. It's good to think about these things in advance and have a plan for emergencies.

Useful Links

Connect with Jason Gabrieli: jgabrieli@HFMadvisors.com | LinkedIn

Like what you’ve heard…

Learn more about HFM HERE

Schedule time to speak with us HERE

Check out our Financial Wellness Program – HFM Ignite

  continue reading

64 episodios

Artwork
iconCompartir
 
Manage episode 373077249 series 2841622
Contenido proporcionado por HFM Investment Advisors, LLC, HFM Investment Advisors, and LLC. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente HFM Investment Advisors, LLC, HFM Investment Advisors, and LLC o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

HFM is shining the spotlight on the crucial topics of elder law planning and life care planning. CERTIFIED FINANCIAL PLANNER Jason Gabrieli is joined by Brittany Tedesco, Esq. from Bratton Law Estate and Elder Attorneys, a seasoned expert in the field, guides listeners through the various aspects and timelines associated with these services. The conversation centers around the practical side of end-of-life planning and the resources available to those navigating this process, with the objective is to ease the pressure on the family and the client, allowing them to focus on their roles without worrying about technical aspects.

Tune into this episode to also learn:

  • What is the importance of pre-crisis planning in elder care?
  • How does the role of a Care Coordinator in an elder law firm help in facilitating the process of elderly care?
  • What are the different factors considered when planning for elder care services?

What we discussed

[00:01:42] Elder law attorney offers comprehensive life care planning

[00:05:17] Life care planning involves understanding client's concerns, goals, and financial state to provide personalized care plans

[00:09:08] Seek advice for elder care and caregiver burnout

[00:10:30] Estate planning firms offering life care planning can provide peace of mind for the future

3 Things To Remember

  1. Elder law attorneys provide much more than just wills and powers of attorney, they can provide guidance beyond that including what they call life care planning services.
  2. Having a care coordinator can relieve the family and the client of a lot of pressure and make sure they can focus on being the child or the parent and not worry about uncomfortable conversations or making big decisions.
  3. It's good to think about these things in advance and have a plan for emergencies.

Useful Links

Connect with Jason Gabrieli: jgabrieli@HFMadvisors.com | LinkedIn

Like what you’ve heard…

Learn more about HFM HERE

Schedule time to speak with us HERE

Check out our Financial Wellness Program – HFM Ignite

  continue reading

64 episodios

Усі епізоди

×
 
Loading …

Bienvenido a Player FM!

Player FM está escaneando la web en busca de podcasts de alta calidad para que los disfrutes en este momento. Es la mejor aplicación de podcast y funciona en Android, iPhone y la web. Regístrate para sincronizar suscripciones a través de dispositivos.

 

Guia de referencia rapida