PFP2516. Compassionate Care and Critical Choices: Navigating Financial and Non-Financial Decisions for End-of-Life Planning

This session will provide a comprehensive view of the many aspects involved in end-of-life planning, from financial and estate considerations to emotional support. The material will assist advisors and CPAs as they guide families through this complex and sensitive process.

Learning Objectives:

• Identify the financial and non-financial considerations in end-of-life planning.
• Differentiate between palliative care and hospice and the questions you should ask.
• Calculate strategies for communicating financial and non-financial options with loved ones and families.
• Determine the financial and estate preparation in the month(s) or year(s) prior to and after a person has passed.