It often begins with a single phone call - something is wrong with a parent, spouse, or loved one, and suddenly you are thrust into the role of caregiver, decision maker, and problem solver. Family caregiving rarely comes with a map, leaving many to navigate an unfamiliar road.
Join Howard S. Krooks, chair of Cozen O’Connor’s Elder Law Practice, and Beth Pinsker, a certified financial planner, MarketWatch financial planning columnist, and author of My Mother’s Money: A Guide to Financial Caregiving, for a webinar that explores the caregiving journey, balancing emotional realities with the legal and financial decisions that must be made along the way.
Howard and Beth will guide attendees through four critical road stops on the caregiving journey:
Road Stop 1: Getting Your Papers in Order
The essential legal and planning documents families need to move forward with clarity and authority.
Road Stop 2: How Assets Are Titled
Understanding bank accounts, beneficiary designations, and ownership structures - and why small details can have big consequences.
Road Stop 3: The Home and Other Property
Key considerations related to the family home and other real estate, including planning, transitions, and long-term implications.
Road Stop 4: The Emotional Terrain
Navigating family dynamics, stress, grief, and difficult conversations that accompany caregiving and loss.
Attendees will leave with a clearer sense of direction, practical next steps, and a better understanding of how legal, financial, and emotional planning intersect during life’s most challenging moments.
CLE is approved in NY, CA, PA, TX, IL, and NV, and available in NJ through reciprocity. Florida CLE credit is pending.
To register, click here.