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

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Manage episode 373077249 series 2841622
Content provided by HFM Investment Advisors, LLC, HFM Investment Advisors, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by HFM Investment Advisors, LLC, HFM Investment Advisors, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

63 episodes

Artwork
iconShare
 
Manage episode 373077249 series 2841622
Content provided by HFM Investment Advisors, LLC, HFM Investment Advisors, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by HFM Investment Advisors, LLC, HFM Investment Advisors, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

63 episodes

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