Join Ian Hull and Jordan Atin as they welcome Dr. Daren Heyland, founder of Plan Well Guide, for a discussion on the role of medical planning within estate and financial planning.

What happens when a client experiences a serious illness or unexpected health event? The decisions made beforehand can shape how well their wishes are understood by loved ones and healthcare providers.

This session will consider how lawyers and financial advisors can introduce these conversations with clients. It will also explore how planning ahead can reduce uncertainty for families and complement a client’s broader incapacity plan.

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