Robin Solomon & Linda Kotis Spoke at WIPL Conference
PDFIPB partner Robin Solomon and Counsel Linda Kotis spoke to an audience of senior executive women at the Women, Influence & Power in Law (WIPL), Executive Leadership Forum on October 4. Robin moderated the session entitled, Taking Charge of Your Financial Wellness: How to Maximize Your Employee Benefits to Secure a Comfortable Retirement. Linda was one of the speakers on the panel. She stressed the need for everyone to have an up-to-date estate plan, due to changes in family dynamics, to protect privacy, as well as to take new federal and state tax laws into account. She also discussed the usefulness of appointing agents for lifetime decision-making: having a durable general power of attorney for asset management, including digital assets, and an advance medical directive for consent to treatment and making preferences known regarding end-of-life care.