Crucial Financial Strategies As We Retire Crucial Financial Strategies As We Retire Rebecca Abel, CFP, CDFA Monday, June 16, 2025 0 Certified Financial Planner Rebecca Abel discusses financial issues that we should be thinking about as we are reaching retirement age. Read more
Moving Seniors with Planning and Compassion Moving Seniors with Planning and Compassion Melissa Kutinsky, LMSW, ICM-TOC, CDP Monday, June 16, 2025 0 Melissa takes us through the steps of moving loved ones to senior residences, assisted living facilities. Read more
Understanding Vulnerability and Financial Exploitation Understanding Vulnerability and Financial Exploitation Peter Lichtenberg, Ph.D. Monday, June 16, 2025 0 Peter Lichtenberg, Ph.D. discusses understanding vulnerability to financial exploitation of older adults. Read more
The Jewish Senior Life Community, Metropolitan Detroit The Jewish Senior Life Community, Metropolitan Detroit Nancy Heinrich, CEO Friday, February 21, 2025 0 Nancy Heinrich, CEO of Jewish Senior Life, Michigan discusses the 100 year old community Read more
Friday, October 17, 2025 / Categories: Featured, Financial, Advance Planning Smart Estate Planning Karen Schultz-Tarnapol Karen Schultz-Tarnopol, founder of Heirloom Consultants, leads us in a discussion of the issues that families face after a loved one passes away. Selling a house, getting rid of belongings and various estate issues are covered in this interview. Karen is also involved in divorce situations where documents have to be properly handled to help transistion to the next chapter of life. https://www.heirloomconsultants.com Previous Article Creating a New Chapter Next Article Immersive Healing Print Tags: Karen Schultz-Tarnopol Heirloom Consultants Legacy Planning Trustee Needs Real Estate Solutions