All episodes

Answers For Elders

Financial Wellness: Family Meeting

7 minutes | Saturday, August 24, 2024

Communication is key. Are we communicating our wishes properly to family members when preparing estate documents, to ensure our wishes are carried out in case something happens? Attorney Steve Waltar from Legacy Estate Planning joins Suzanne to talk about this aspect of financial and legal wellness, one of the eight foundational principles of senior wellness featured this summer in the Vitality Revolution podcast series. Legacy Estate Planning at Answers for Elders Legacy Estate Planning website or call 425-455-6788 More podcasts with Steve Waltar Find an attorney near you at the American Academy of Estate Planning Attorneys website Vitality Revolution podcast series More podcasts on Financial Wellness Check out our affiliate podcast Alzheimer’s Speaks See omnystudio.com/listener for privacy information.

Financial Wellness: Family Meeting
Answers For Elders

-
Use the arrow keys to increase and decrease the volume, or space to toggle mute.