Past chapter event

Elder Care Planning Luncheon

October 30, 2024 · Apogee Financial Partners, 1050 Crown Pointe Pkwy, Suite 1700, Atlanta

Amber C. Saunders, Esquire joined WIFS Atlanta for lunch and a presentation on elder care estate planning.

What attendees explored

  • Why a typical estate plan can fall short.
  • How to spot a family at risk and what to do about it.
  • What elder care can look like for families and advisors.

Amber's work brings together tax, succession, business, and intellectual property planning to help families secure both wealth and legacy.