Elder Care: Living, Financial and Estate Planning

In this video, an expert panel offers guidance on important senior planning topics and factors to consider when preparing for the later years of retirement.
Elder man and daughter

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



  • Jody R. King, JD, CPADirector of Wealth Planning
    As the leader of Fiduciary Trust Company’s wealth planning practice, Jody focuses on developing customized wealth plans for clients that integrate all aspects of estate and finan...

The opinions expressed in this publication are as of the date issued and subject to change at any time. Nothing contained herein is intended to constitute legal, tax or accounting advice and clients should discuss any proposed arrangement or transaction with their legal or tax advisors.

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