In this episode, a recording of a seminar originally presented live in February 2024, Attorney Pat Santucci and long-term care planner Tammy Zilske help you discover the importance of pre-planning an estate before a catastrophic healthcare crisis happens. This will help you safeguard your loved ones from potential consequences and hardship in the future.

Pat and Tammy discuss basic estate planning documents such as wills and powers of attorney, inheritance taxes, trusts and how they can be used to not only protect assets but also distribute them according to a pre-determined plan, and also briefly summarize long-term care options and how to pay for them.

To view a video of this presentation, including PowerPoint slides, visit our YouTube channel.