Episode notes
In this episode, Marvin Thomson, CFP® and his guests Mio Santiago (Attorney - Kozlowski Law Group) and Todd Sladky, CPA discuss "Elder Law & Care". Items discussed include protecting assets from abusers, preserving dignity, core planning documents needed, and much more. Be sure to subscribe!
Keywords
financial plannerfinancescertified financial plannerestate planninginsuranceelder law