There are important factors to consider when planning for the later years of retirement.
In what type of community should I live? What resources are available to help with my decisions?
What are the potential costs of health care and living assistance? What legal documents should I have in place?
In this video, our panel of experts offers guidance on these questions and other senior planning topics. The panelists include:
- Kate Granigan, MSW, LICSW, C-ASWCM – CEO, LifeCare Advocates
- Robert Holdway, Esq. – Vice President and Trust Counsel, Fiduciary Trust Company
- Jody King, Esq., CPA – Vice President and Director of Wealth Planning, Fiduciary Trust Company
- Harry Margolis, Esq., – Managing Director, Margolis & Bloom