Wealth Planning

Elder Care: Living, Financial and Estate Planning

By Jody R. King, CPA

Vice President & Director of Financial Planning

By Robert G. Holdway

Vice President & Trust Counsel

Download the accompanying elder-care care paper here.

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 Financial Planning, Fiduciary Trust Company
  • Harry Margolis, Esq., – Managing Director, Margolis & Bloom

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