Financial Wellness: Family Meeting

Communication is key. Are we communicating our wishes properly to family members when preparing estate documents, to ensure our wishes are carried out in case something happens? Attorney Steve Waltar from Legacy Estate Planning joins Suzanne to talk about this aspect of financial and legal wellness, one of the eight foundational principles of senior wellness featured this summer in the Vitality Revolution podcast series.

• Legacy Estate Planning at Answers for Elders
• Legacy Estate Planning website or call 425-455-6788
• More podcasts with Steve Waltar
• Find an attorney near you at the American Academy of Estate Planning Attorneys website
• Vitality Revolution podcast series
• More podcasts on Financial Wellness
• Check out our affiliate podcast Alzheimer’s Speaks

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Answers For Elders