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4 results from “ aging”

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Image of woman
Image of woman
INSIGHT
Making sense of long-term care

Understanding the three types of long-term care policies so you can decide which one may be right for you. An unexpected illness or injury could h…

DANIEL L. GERDING
Older male and female strolling in park
Older male and female strolling in park
Older male and female strolling in park
INSIGHT
The Health and Wealth Connection

Three ways to incorporate health into your wealth plan, and prepare for the unexpected. A strong correlation exists between your health and your f…

ON THE SITE
Building a legacy

Building a legacy Being there for each other through every life stage, from caring for aging parents to providing financial stability for the next generation. That’s what families do. Whatever you need, whatever your goals, we’…

hanny-pei-rodriguez
Thought Leader
Hanny Pei-Rodriguez
Director, Estate Settlement Services
BMO Private Bank

Hanny Pei-Rodriguez joined BMO U.S. Bank, Estate Settlement Services in 2020, coming from another large financial institution where she administered special needs trusts, personal trusts, and guardianships accounts.  Hanny is also a licensed at…