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1.         Ask.  Ask the right questions.  What are my planning goals?  Who can and should act for me if I cannot?  How will the needs of my spouse or children be meet after I am gone?

2.         Collect.  Collect the necessary documents.  Get updated statements for accounts, investments, and insurance.  Get updated contact information for advisors and planners.  Review bank statements.  Check beneficiary designations.  If changes have been requested, make certain that they were actually made by the financial company.

3.         Inventory.  Inventory your assets and debts.  What do you own and who do you owe?

4.         Update.  Update your essential documents.  Do you have a Will, Trust or Power of Attorney?  When is the last time you read these documents?  Is there anything in them that you do not understand?  Do they still fit your plan and goals?

5.         Seek.  Seek help where needed.  Work with a tax planner.  Set annual meetings with doctors and financial planners.  Consult with an attorney when estate documents are needed or updates are necessary.

If you are in need of legal advice regarding planning, long-term care, or Medicaid, please contact us at (219)-230-3600 or via email at support@ccsklaw.com.  If you would like to schedule an appointment, please click the button below.

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About the author

Author profile

Christopher Ripley is a Valparaiso native and a lifelong Indiana resident. He is the oldest of five children. After graduating from Valparaiso High School, Chris attended Purdue University where he received his B.S. in Mathematics. He then attended law school at Indiana University in Bloomington where he received his Juris Doctorate. Chris has practiced law since 2013 and has served clients across the State of Indiana from Porter County to Evansville in a variety of legal matters. Chris is licensed to practice law in Indiana and Illinois.

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