Estates, Aging & Loss Panel Replay: What You Need to Know to Prepare and Plan

    February 5, 202664 min
    Estate Planning
    Aging in Place
    Caregiving
    Family

    Preparing for loss, aging, or estate planning can feel overwhelming. Whether you're planning for yourself or supporting loved ones, guidance from trusted experts can make a real difference.

    This online panel brought together experienced estates, aging, and loss professionals to help you navigate life's transitions with clarity and confidence, including:

    • Planning and managing estates
    • Preparing for aging or supporting aging loved ones
    • Understanding grief and loss
    • Navigating legal, financial, and practical challenges
    • Taking actionable steps to protect yourself and your family

    Panelists include Jillian Vukovich (Sr. Financial Consultant, IG Private Wealth Management), Sharon Moffat (Certified Executor Advisor & Elder Planning Counselor), Katie Ayer (Lawyer, Mediator & Partner at Resolve Legal Group), Dr. Kimberly Fraser (Author & Educator, Accidental Caregiver), and Lindsay Friedman (Certified Senior Advisor, LTCareNav & Care Bloom).

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