Vested Partners A Multi-Family OfficeBlog Articles and Updates
What I was and was not prepared for at the end of my mother’s life Rarely does a career choice perfectly prepare you for the final illness and death of a parent. As an elder law attorney, I was armed with the knowledge and experience I needed to help my mother as she neared the end of her life. When my mother was diagnosed with a degenerative disease, I was well versed in how to manage her finances, choose medical providers, navigate Medicare issues, hire caregivers, and make health decisions. And so many other things I have helped others do
We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?