Concierge Services Series
The Importance of integrated Life Care, Estate and Family Office Planning
Guest:
Rachel Truhlsen, Janice Fitchhorn, Sue Leppert
Rachel, Janice and Sue are all members of the Vandenack, Weaver, Truhlsen team working with the integrated Life Care, Estate, and Family Office planning. Rachel is a Managing Member of the firm, Janice is an Elder Care Coordinator and Sue is the Finance Director and Family Office Support.
January 24, 2023
An inter-disciplinary team that works together to identify current and future legal needs, care needs, and financial needs of a family can be very beneficial when people are aging. Listen in to today’s episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, Rachel Truhlsen,a trust and estate attorney and one of Mary’s partners at Vandenack Weaver Truhlsen, Janice Fitchhorn, a care coodinator on the Vandenack Weaver Truhlsen team, and Sue Leppert, Director in the Family Office division of Vandenack Weaver Truhlsen talk about why they offer integrated life care, estate and family planning, the role each of them plays, and how it can positively impact a clients quality of life.
