Video Library

Care Conversations with Crystal – Valuing Valuables featuring Marc Hajjar with Phillips

In this segment of “Care Conversations with Crystal”, Crystal West Edwards discusses the benefits of working with an appraiser in order to protect your valuables such as jewelry, watches, and art... Watch Video

Guardianship 360

Guardians are the people appointed by the court to make legal, financial and medical decisions for another person. But who chooses a guardian and how? What exactly can a guardian do and not do? The... Access Video

Medicaid 201: Planning for Long Term Care Costs

Genworth projects current average monthly long term care costs in New Jersey on average to be $4,576 for Home Health Aide, $6,650 for Assisted Living, and $11,863 for a Nursing Home. How can you... Access Video

An Insider’s Guide to Entering the NJ DDD System

There are hundreds of disability service providers in NJ…how do you navigate that? Accessing services requires careful planning and understanding around how programs are administered. In this... Access Video

Care Conversations with Crystal – Comfort Companions: Is an End of Life Doula Right for You? featuring Adrian Allotey

Crystal sits down with Adrian Allotey from You Are Not Alone Elder Care, LLC, discussing the role of an End of Life Doula. Adrian shares her holistic approach to educating and supporting individuals... Watch Video

Should your Adult Child be a Co-Signer on your Bank Account?

What does it mean to add a co-signer to a bank account? Is it a good idea? Porzio’s Crystal West Edwards and ACTEC Fellow Letha S. McDowell explain why you should not have an adult child as a... Watch Video

Medicaid 101 – When You Need Long Term Care

Medicaid is a program that helps millions of Americans receive long-term care each year. In this video, Porzio’s Deirdre Wheatley-Liss and Ryann Siclari sit down and discuss the basics of Medicaid... Access Video

Darlene’s Dilemma: Too Many Details, Too Little Time

Crystal West Edwards of Porzio Planning joins Austin Bremner, the community outreach liaison for Twilight Done Right, and others for a crisis simulation. Together, they demonstrate how Twilight Done... Watch Video

When You Are Suddenly Alone – The First Year Following Change

Deirdre Wheatley-Liss and her guest, Kim Luthy of Synthesis Wealth Planning, discuss the transition from a two-person to a one-person household after a divorce or the death of a spouse or partner.... Watch Video

Social Security Retirement Age and Benefits

Talking with ACTEC Fellow Rosemarie Sam, Crystal West Edwards addresses five key questions regarding when the best time is to start collecting Social Security... Watch Video

Clutter Clearance and Financial Housekeeping – Supporting Wellbeing and Aging in Place

Deirdre Wheatley-Liss and her guest, Deborah Gussoff, a certified professional organizer, discuss the challenges of clutter and disorganization when it comes time to downsize in retirement. They talk... Watch Video

Memory Issues in Aging – Medical and Legal Perspectives

Deirdre Wheatley-Liss and her guest, Dr. Matthew Barnas, a geriatric psychiatrist, examine key medical issues related to aging. They talk about memory loss, dementia, Alzheimer’s disease, and... Watch Video

Planning for Parents of Gen Z: Passing Knowledge and Values with Wealth

Deirdre Wheatley-Liss and her guest, Rebecca Powell of Wells Fargo Advisors, discuss what sorts of knowledge parents need to develop and nurture, how to plan for your child’s future (including... Watch Video

Medicare 101: Maximizing Your or Your Loved One’s Health Care in Retirement

Deirdre Wheatley-Liss and her guest, Dan Katzeff of The Medigap Advisor, give an overview of Medicare – what it is and who is eligible, what it covers and does not cover, Medicare supplement plans... Watch Video

Care Conversations with Crystal – Placement Poker: Is Assisted Living Right for You?

Crystal talks with Connie Pizarro, a certified senior advisor, about assisted living – how to determine if assisted living is the right environment for your loved one, how to pay for assisted... Watch Video

What Does a Trustee REALLY Do?

Deirdre Wheatley-Liss talks with Julia Savage and Kimberly Walsh of PNC Wealth Management about using trusts for estate planning and wealth management. Together they address basic questions: What is... Watch Video

Supporting an Aging Loved One – The Intersection of Elder Care and Elder Law

Figuring out the best way to care for an aging loved one involves understanding the cost of care, what type of care is needed, and the options available to get that care. Deirdre Wheatley-Liss talks... Watch Video

Care Conversations with Crystal: Funerals and Finances with Ron Mowad from Bradley & Sons Funeral Homes

Crystal West Edwards talks with Ron Mowad of Bradley & Sons Funeral Homes about both financial and practical issues you should consider when enlisting the services of a funeral... Watch Video

Care Conversations with Crystal – The Home Health Care Huddle

How do you know if home health care is right for you or an aging loved one? Crystal West Edwards talks with Mia Kebea of Seniors in Place, a home health care agency, about questions and issues one... Watch Video

Graying Marriage and Divorce – Special Considerations for Marriage and Divorce over 60

Deirdre Wheatley-Liss looks at key legal and financial issues which people who marry or divorce late in life should consider – and how they relate to estate... Watch Video

Estate Plan Checkup Webinar

Deirdre Wheatley-Liss and Crystal West Edwards discuss the three essential elements of any estate plan – a will, a power of attorney, and a healthcare power of attorney (including healthcare... Watch Video

Medicaid Benefits for Individuals with Disabilities in New Jersey Who Are Employed

There is a myth that a person with disabilities cannot work and earn income while, at the same time, remaining eligible for Medicaid benefits. In New Jersey, that's just not true. Crystal West... Watch Video

How to Navigate Long Term Care during the Pandemic

COVID has complicated everyone’s lives, but especially the lives of families with loved ones needing nursing care. Crystal West Edwards provides advice on how best to interact with care facilities... Watch Video

Meet Deirdre Wheatley-Liss

In this short video, get to know Deirdre, an experienced estate planning lawyer and principal in the Wealth Preservation Practice at Porzio Bromberg &... Watch Video

How Do I Avoid Going to a Nursing Home?

Aging in place – at home – is a high priority for many people. But remaining at home while also getting the care one needs can be expensive. Crystal West Edwards gives an overview of the key... Watch Video

Do I Really Need Long Term Care Insurance?

There are a number of factors to consider when deciding whether to purchase long-term care insurance. Crystal West Edwards gives a quick overview of those factors and how to go about making a... Watch Video

Estate Plan Check Up

Deirdre Wheatley-Liss examines the three essential elements of any estate plan – a will, a power of attorney, and a healthcare power of attorney (including healthcare representative, living will,... Watch Video

Will the Government Take My Home?

To get Medicaid to pay for long-term care, you must meet income- and asset-cap requirements. Crystal West Edwards examines what’s required to receive government assistance and strategies for... Watch Video