Be a partner in planning to make things easier
This session will show you the best way to talk to your aging parents about their assets, plans, and knowing where they stand on their legal documents.
Having these conversations is HARD, aren't they?
If we're being real, FAMILY IS HARD.
But these questions are critical in making your life easier when it comes time to handle these topics.
About Sarah Blankenship & Elizabeth Ingold
Sarah Blankenship, PMBA ’12, BS ’06, is a financial planner and the chief operating officer of Wilcox Financial Group. She keeps everything moving smoothly in their client’s financial plans and in their company. Growing up in a very modest household and being a child of divorce, she learned very young how important financial security is!
Sarah is co-author of the number one best selling book, Money Bitch- A no-BS guide for smart women who want to Own Their Financial Future. She is one of the founding educators at The Establishment, a learning initiative sponsored by MassMutual and teaches classes regularly in the local community and now on Zoom thanks to a little push from COVID-19. Sarah also has served on the board of the American Business Women’s Western NY Charter Chapter executive board for the last 8 years and is very involved in many other charitable events and activities.
She holds Life, accident and Health insurance licenses and is a series 7 and series 66 Registered Investment Advisor. Sarah is also certified through the NY State Partnership for Long Term Care and has achieved her BA in Psychology and an MBA from the State University of New York at Buffalo.
Elizabeth A. Ingold founded Ingold Law in 2008. She counsels families and individuals in all stages of life to achieve lifetime and testamentary goals. She excels in tailoring sophisticated estate plans to conserve and transfer wealth, to preserve businesses, real estate and other assets.
As an Elder Law attorney, her approach is a holistic one as she recognizes that such planning requires collaboration with other trusted advisors, such as financial planners and accountants. In her experience this has proven to be crucial when customizing a plan for her older clients and their caregivers who not only need traditional estate planning but also require planning for governmental benefits such as Medicaid to pay for care. Over the years, Elizabeth has built a team of professionals who can formulate an effective care plan for clients and their elderly/disabled loved ones. It is always her goal to develop a strategy which allows for a higher quality of life while at the same time allowing for as much independence as possible.
For Elizabeth, the most rewarding aspect of her career is listening to the issues of each individual client and addressing their legal problems in the context of each person’s unique family framework. She also very much enjoys educating individuals on the topics of Estate Planning, Asset Protection and Long Term Care Planning. She has lectured extensively for both professional and private groups.