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Financial, Legal Planning

 

Advance Directives – Geriatric Resident Physician available to discuss this and other senior-related health topics. Contact: Crozer-Keystone Senior Health Services/Senior Wellness, 610-338-2729 or email at SRHealth@crozer.org

 

Charitable Gift Planning Techniques – With proper planning and appropriate counsel from an attorney or tax accountant, individuals can make gifts to a charitable organization and realize substantial savings on income and transfer taxes. This presentation explains how “planned giving” is about planning and giving, but also about receiving. Examples will be given regarding how life-income planned gifts can provide a lifetime income stream from the investment of donated assets, and how planned gifts can benefit heirs. Contact:  Stephen P. Sullivan, Executive Director, Crozer-Chester Foundation, 610-447-6311 or 610-284-8128.

 

Peaceful Journey – Information regarding advanced directives, power of attorney, and getting things in order to ensure your end of life wishes are carried out. Contact: Susan K. Ball, MD, Director of Geriatric Psychiatry, Crozer-Chester Medical Center, 610-447-2974.

 

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© 2007 Crozer-Keystone Health System.  Your use of this Web site means that you have read and accept our terms of use with disclaimer. Please read our privacy policy.  The Web site for Crozer-Keystone Health System, its content, and programs are provided for informational and educational purposes only and are not intended as medical advice nor are they intended to create a physician-patient or provider-patient relationship.  This information should not substitute for a visit or consultation with a physician or other health care provider.  The views or opinions expressed in the resources provided on this Web site do not necessarily reflect those of Crozer-Keystone Health System or its staff.