Wills, Wisdom, and What Matters: Planning for the Golden Years with Julie Peter
At the Kitchen Table di Amanda DiVito Parle
Note sull'episodio
Host Amanda DiVito Parle sits down with Julie Peter, a private fiduciary and founder of Angel Care Corp, to discuss the vital role of professional fiduciaries in supporting the elderly.
Key Topics Covered:
- What a private fiduciary does: managing personal, medical, and financial affairs for the elderly.
- The importance of having a will, power of attorney, and clear end-of-life plans.
- Common pitfalls families face when a loved one passes away, including missing documents and lack of preparation.
- The emotional and ...