End of Life 02-01-2024
Add Addon
Off
End of Life Financial Planning Guide
Presented by Rick Fingerman, CFP®, CDFA®, CCPS™, Financial Planning Solutions, LLC
In this webinar, financial planner Rick Fingerman, CFP®, who specializes in creating financial wellness for widows, covered a broad spectrum of topics, beginning with the creation of a thorough financial plan that secures a client’s legacy and addresses the potential costs associated with end-of-life care. Rick explored the nuances of estate planning, including wills, trusts, and the crucial conversations that need to happen with family members. Moreover, he dissected the legalities surrounding power of attorney and healthcare directives, ensuring clients' wishes are respected and enacted.
Attendees Comments:
A few comments from listeners when they were asked what the learned from the webinar:
The session was very informative. I enjoyed hearing about the steps to take at the end of life. e.g. don't close banking accounts, get titles to vehicles signed prior to death
- Alisha M.
A lot of specific tips and hints on how to prepare before someone actually passes away.
- Elizabeth L.
Appointing a beneficiary for CCRC return of down payment. Using SSN to find out online if person owns outstanding savings bonds.
- Carrie F.
Good reinforcement and some new ideas around being aware of bonds and using TD direct to check and guns.
- Daniel J.
I learned of the many items that can be subject to probate if not titled correctly or considered when planning.
- Marian J.
I love check sheets so the webinar materials did give good lists to work from so clients can start the gathering process.
- Linda R.
Real estate owned by our snowbird clients' needs to be planned for with additional care; checking Treasury Direct for outstanding bonds; checking with credit card companies about rewards points transferring to beneficiaries or the estate.
- Kathryn Y.
The session was very informative. I enjoyed hearing about the steps to take at the end of life. e.g. don't close banking accounts, get titles to vehicles signed prior to death
- Alisha M.
A lot of specific tips and hints on how to prepare before someone actually passes away.
- Elizabeth L.
Appointing a beneficiary for CCRC return of down payment. Using SSN to find out online if person owns outstanding savings bonds.
- Carrie F.
Good reinforcement and some new ideas around being aware of bonds and using TD direct to check and guns.
- Daniel J.
I learned of the many items that can be subject to probate if not titled correctly or considered when planning.
- Marian J.
I love check sheets so the webinar materials did give good lists to work from so clients can start the gathering process.
- Linda R.
Real estate owned by our snowbird clients' needs to be planned for with additional care; checking Treasury Direct for outstanding bonds; checking with credit card companies about rewards points transferring to beneficiaries or the estate.
- Kathryn Y.
The session was very informative. I enjoyed hearing about the steps to take at the end of life. e.g. don't close banking accounts, get titles to vehicles signed prior to death
- Alisha M.
A lot of specific tips and hints on how to prepare before someone actually passes away.
- Elizabeth L.
Appointing a beneficiary for CCRC return of down payment. Using SSN to find out online if person owns outstanding savings bonds.
- Carrie F.
Good reinforcement and some new ideas around being aware of bonds and using TD direct to check and guns.
- Daniel J.
I learned of the many items that can be subject to probate if not titled correctly or considered when planning.
- Marian J.
I love check sheets so the webinar materials did give good lists to work from so clients can start the gathering process.
- Linda R.
Real estate owned by our snowbird clients' needs to be planned for with additional care; checking Treasury Direct for outstanding bonds; checking with credit card companies about rewards points transferring to beneficiaries or the estate.
- Kathryn Y.