For Your Benefit

The Economics of Estate Planning – Living and Dying in a Post-Covid World

November 14, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Marc Levine, Esquire, and Lacey Yegen, Esquire. With the recession in mind, why is it important to have estate planning documents in place?  Are they worth the investment?  Today’s program will discuss what it is like, financially, when someone becomes incapacitated, and no one is authorized to help.

What banks and health care providers are likely to do
What banks and health care...

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November 14, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Marc Levine, Esquire, and Lacey Yegen, Esquire. With the recession in mind, why is it important to have estate planning documents in place?  Are they worth the investment?  Today’s program will discuss what it is like, financially, when someone becomes incapacitated, and no one is authorized to help.

  • What banks and health care providers are likely to do
  • What banks and health care providers are legally obligated to do
  • What it takes to prepare a guardianship, if necessary

Today’s guests will also discuss practical issues related to what to do when a loved one passes away, helping you to understand the timeline and task list, and how important it is to manage family expectations.

 

For questions or comments, email us in advance at ForYourBenefit@nitpinc.com