Trinity Presbyterian Church
2017 Senior Aging Educational Program
Financial Planning for Adult Children and Their Parents
Presented on April 19, 2017
Thank you for sharing your time with me this week. I enjoyed having the opportunity to share with you how to get started with planning for your future.
"A Roadmap for Your Family in 6 Steps"
Here we have a document designed to help your family. It isn't something needed by attorneys but rather your family will need it when you something happens to you. I hope you enjoy the download we have for you. If you have any comments or recommendations of how we can improve this document please let us know.
To Download click the link below:
A Roadmap For Your Family in 6 Steps
"Confronting the Top 3 Fears in Retirement Planning"
Here we outlined why many families allow fears to drive their estate plan rather than their goals. Going through the top 3 fears in retirement we were able to address the fears, why they exist in society, and what help is available. We provided an overview of what help is available. We covered a great deal in a short time period. If you would like additional information please read the 24 guide attached below. You will also find a link to the IRA stretch distribution calculator shown during the presentation. Finally we have a comment link below. Let us know how we did, and if we can help your family plan for their future. Thank you!
To download the booklet click the link below
Long Term Care Booklet
To try out the Stretch IRA calculator visit
We reached this calculator through a Brentwood, CA CPA firm
Do you have specific questions regarding your situation?
How to pick an attorney
There were several questions during the two presentation on Tuesday regarding how to select an attorney. Here is a link to the National Academy of Elder Law Attorney's website on this topic. Hiring an estate attorney is different than other areas. Knowing what questions to ask can help a family to remain in control of the initial meeting.