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The Silent Transfer: How Generational Wealth Ends Up in Hospitals and Probate Court

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Caregiving often begins long before legal planning does. Families step in to manage medical appointments, make daily decisions, cover costs, and provide hands-on care—often without realizing how much financial and legal risk that creates when there is no estate plan in place.

This webinar explores how caregiving responsibilities intersect with estate planning, medical systems, and probate. Without clear documents, hospitals and courts frequently make critical decisions about care, finances, and assets, leaving caregivers overwhelmed and families vulnerable to unnecessary loss.

We’ll cover:

  • How caregiving roles create financial and legal exposure without planning

  • What happens when there is no healthcare directive, power of attorney, or will

  • How medical systems and probate courts step in when families lack authority

  • Why caregivers are often left unpaid, unprotected, and financially strained

  • Practical steps to protect assets, caregiving labor, and decision-making power

This conversation is about planning early, supporting caregivers, and ensuring that care does not turn into a crisis or quietly transfer your legacy to institutions.

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