In this Family Series webinar, Boston Private experts Marie DelRossi and Kathleen Kenealy share their insights and real life experiences to explain how families can come together to overcome negative family dynamics and reach agreement about how best to carry out the long-term wishes of parents as they grow older, including tips for splitting caretaking roles and the critical steps for developing a family financial plan.
For these families or those approaching this life stage, the time has come to initiate conversation with siblings, parents and others regarding their parents future care, needs and wishes.
Liz Moyer, a financial and wealth management journalist who has written for Forbes, the New York Times, and Wall Street Journal is the moderator for this session.
IN THIS WEBINAR, YOU WILL:
Meet our Moderators
Liz is a journalist with over 20 years of experience reporting on wealth, finance and banking for The New York Times, The Wall Street Journal, Forbes and other publications. She is currently an editor and contributor at New York Times' DealBook.
Marie DelRossi, J.D., L.L.M.
With 10 years of trust administration and private wealth experience as well as 15 years of working as a trust and estate attorney, Marie DelRossi brings expertise in estate planning, probate and taxation. This unique perspective allows her to effectively analyze both individuals and families in the preservation, enjoyment and transfer of wealth.
Kathleen Kenealy, CFP®
Kathleen has over 10 years of experience in wealth planning and advisory services and specialized in working with successful individuals and families to manage and protect their assets. As a Senior Wealth Advisor, Kathleen works closely with her BPW colleagues and her clients' external advisors to provide thoughtful advice and guidance on investment, retirement, estate, and tax planning strategies.