Tag: Proactive Planning

FEATURE
Episode 50 Special: Caring for Aging Loved Ones with Mary Winners

Episode 50 Special: Caring for Aging Loved Ones with Mary Winners

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Did you know that 78% of people in assisted living still feel lonely despite the communal environment? 

This underscores the importance of not only financial planning but also emotional and social planning as we age.

Join Rob Crutiss as he welcomes Mary Winners, founder of About Senior Solutions™, to discuss the complexities of aging and the importance of comprehensive planning for diminished capacity, whether physical or mental. 

Get ready to hear practical advice and real-life anecdotes to learn how you can prepare for the future and strive for a brighter outcome for yourself and your loved ones.

Rob and Mary talk about:

  • The significance of proactive planning to avoid crises as you age
  • Physical and mental challenges of the elderly, such as Alzheimer’s and dementia 
  • Insights into developing a personalized care plan that acknowledges your wishes
  • The role of technology and community in supporting aging individuals
  • The costs and common struggles associated with caring for the elderly
  • And more!

Resources:

Connect with Mary Winners:

Connect with Robert Curtiss:

About Our Guest:

Mary Winners has over a decade of experience in healthcare. While physicians and nurses provide medical recommendations, Mary understands the other side of health care-the confusing maze of healthcare options and unknowns. She has extensive knowledge in acute care hospitalization, Gero-psychiatric issues, Alzheimer’s and dementia care, hospice, assisted living, and other senior care options. 

As a noted speaker and adviser, Mary has provided expert services to a wide variety of seniors in every economic category. Her ability to accurately pinpoint and guide families as they deal with emotionally life-changing events gives Mary unparalleled insights.

In 2023, Mary was appointed Commissioner for Older Adults by The Los Angeles County Board of Supervisors.

FEATURE
Safeguard Your Wealth: Unraveling the Complexities of Estate Planning with April Rosenberry (Ep. 46)

Safeguard Your Wealth: Unraveling the Complexities of Estate Planning with April Rosenberry (Ep. 46)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

How to protect your assets and legacy from potential financial abuse and undue influence? 

Do you know?

In the latest edition of The Millionaire Next Door Podcast, Rob Curtiss is joined by April Rosenberry, director of estate tax and financial planning at SEIA, to explore the complexities of estate planning and the importance of comprehensive financial strategies to safeguard your wealth and loved ones. 

April shares her experience and insights on upcoming tax law changes while providing valuable tips to help you navigate the intricate world of estate planning.

Rob and April discuss:

  • Estate planning to protect assets and prevent financial abuse
  • Federal estate tax laws and upcoming changes
  • Different estate planning documents such as wills, trusts, powers of attorney, and healthcare proxy
  • Financial elder abuse and undue influence in estate planning
  • The value of proactive planning
  • And more!

Resources:

Connect with April Rosenberry:

Connect with Robert Curtiss:

About Our Guest:

April Rosenberry has been a tax attorney for over 25 years. With Bar licenses in California and New York, April specializes in estate planning, company structuring, and litigation. She has represented banks and corporations in court, earning recognition and numerous awards.

April excels in developing departments for companies, expanding client offerings, and managing legal teams in law firms, financial institutions, and wealth advisory firms. She earned her Bachelor of Science in Business Administration from CSUN in 1995, a Juris Doctor from California Western School of Law in 1998, and a Master of Laws in Taxation from USD School of Law in 1999.

Recognized in Modern Luxury magazine, April has received a Trifecta Award and is designated a Five Star Professional. She contributes to scholarly articles for the American Bar Association and the ACFLS Journal, in addition to speaking engagements and pro bono work for Wills for Heroes. A member of various associations, she enjoys yoga, performing arts, and traveling with her family.

Archives

Categories