Sisters of Mercy West Midwest held an estate planning seminar for friends of Mercy on Aug. 18 on the Burlingame, Calif., campus. As seminar host, Sister Pat Ryan welcomed the guests and spoke about past and present ministries of the Sisters of Mercy. With humor and expertise, two speakers discussed the basics of taking care of one’s family and one’s special causes in the future.
Estate planner Robert Gottschalk (above), an attorney with over 30 years in the field, gave tips and suggestions on protecting the family with an estate plan. Tony Morin (below), insurance expert, brought people up to date on long term health care options. He pointed out that 70% of Americans need long term care and that such care, with its profound effects on families, should be planned for.
Jean Hastie, campus executive director who participated in the morning, observed, “It was very well done, especially in terms of the amount of usable information presented and the way in which the information was given.”
The seminar is available as an MP3 file in four parts here:
Estate Planning Seimnar One Part 1
Estate Planning Seminar One Part 2
Estate Planning Seminar Two Part 1
Estate Planning Seminar Two Part 2