This hour-long online seminar — held September 2017 — walks people living with Parkinson’s and their loved ones through actionable steps for securing a positive financial future and optimizing care.
Marty Shenkman — CPA, registered investment advisor and attorney with specialization in estate planning — outlines key legal documents (i.e. power of attorney, health care proxy) and considerations for people at various income levels. (A follow-up presentation on the effects of federal tax law changes on some estate planning components, such as power of attorney and charitable giving, was held in February 2018.)
Find additional resources for charting a course with Parkinson’s disease, including a downloadable book, videos and tips for living well.