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Program Description
Event Details
The loss of a loved one can bring about sudden and overwhelming changes that affect a family's lifestyle. Life transitions involve significant changes in roles, responsibilities, and routines, requiring you to adapt to new circumstances. How will you respond when the unexpected happens and forces change? Are you prepared for the unexpected? Join us in the Scott Room for a collaborative approach and to hear from a financial advisor, a trust and estate attorney, a realtor, an end-of-life planner, and a life transition therapist as they share ways to ensure a holistic strategy for life transitions.
- The death of a loved one, especially the head of a household, can have significant financial implications.
- Estate planning is crucial to protecting your assets, addressing tax concerns, and avoiding family conflicts.
- Changing real estate needs may impose immediate downsizing and necessitate selling the family home.
- Life & legacy planning can reduce family stress, secure financial benefits, and minimize decision-making burdens during an emotionally challenging time.
Participants
- Victoria T. Assumma, LCSW-R, ACSW, Life Transition Therapist
- Lauren C. Enea, Esq., Senior Associate, Enea, Scanlan & Sirignano, LLP
- Tatyana A. Fowler, Advance Funeral Planner/Director of Aftercare, Ballard-Durand Funeral & Cremation Services
- Holly Gluck, Licensed Real Estate Salesperson, Berkshire Hathaway
- Judi McAnaw, Financial Advisor, Edward Jones