If you’re 18, 108, or any age in between,
you need some planning.
It’s not just Estate Planning, Elder Law,
or Probate…It’s a plan for your life!
Ready to talk to someone about your life planning or a loved ones life planning?
Estate Planning, Elder Law, Probate/ Administration… legal terms that cause more confusion than provide answers.
Questions you may already have:
You need some planning – legal Life Planning – to manage the intersection of your life and legal happenings.
It may be a medical emergency or a sudden need for someone to have access to financial information to assist you.
There shouldn’t be a “cookie cutter” solution because you and your family are not in the same situation as the family next door. Your situation is unique and so are your goals. Your plans should be unique to YOU.
What do you and your family need?
The answer – your Life Plan Answer – a unique-to-you situation. Your age, your children’s ages, parents’ ages, things you own, and many other things combine to determine options to address your Life Plan solution.
Learn more about some general Life Plan scenarios below. If you want to talk about your situation, schedule a initial conversation by clicking the “ Schedule Now” button below.
Life Planning for Young Adults
It may surprise you to know that even an 18-year-old need some legal planning. Appropriate decision-making documents can simplify any future issue, to help you. It may be a financial, education, or medical emergency. Even a parent or a spouse, is not granted automatic access to information or authority to make decisions, talk to doctors, or have access to information without proper documentation.
Life Planning for Young Families
It’s not about estate planning… It’s about plans for you and your family’s life as well as the things you have earned and saved. Your plans will change as your family changes – new home, new baby, new assets, etc.
Life Planning for the Sandwich Generation
Everyone talks about Boomers, Millennials, X, Y, Z. However, few people talk about being sandwiched between a couple of those generations. Let alone, the stress, confusion, and concern about this new juggling act. We’re here for you!
Life Planning for the Older Generation
Everyone talks about Boomers, Millennials, X, Y, Z. However, few people talk about being sandwiched between a couple of those generations. Let alone, the stress, confusion, and concern about this new juggling act. We’re here for you!
Life Planning for Special Needs
Some family situations require additional plan considerations. Some parents need to make sure they provide for a child’s special needs. Other families have an asset or assets which require specific protections. It is important to address those, proactively, to better control the situation instead of leaving it up in the air.
Life Planning Articles
Your End-of-Life Wishes: What is a Letter of Last Instruction?
There are many documents that can help with the estate planning process, both official and unofficial. Even if you have many of the documents needed to legally convey...
What To Do When Someone Dies At Home
Dealing with the death of a loved one is always tough, but it comes with far more challenges if they died in their home rather than at a...
Covering Funeral Costs: Can SS Lump Sum Benefit Do The Job?
With funeral expenses in the United States ranging anywhere between $6,600 and $15,000, there is an obvious incentive for people to look for ways...
Who gets the $250 Social Security Benefit When Someone Dies?
As mentioned in an earlier blog post, the Social Security Administration allows those who receive regular monthly benefits to sign-up for a “Lump-Sum Death Benefit.” When they die,...
What To Do When Someone Dies: A Step-by-Step Guide
Even when we know it’s coming, the death of a loved one is never easy to deal with. Yet it is especially taxing if you’re the one in...
Intestate Succession: Who Is Next of Kin When There’s No Will?
One of the obvious challenges of managing the estate of someone who didn’t leave behind a will is figuring out who is eligible to receive their assets and...
You Can’t Take It With You: What Debts Are Forgiven at Death?
One of the unfortunate facts of life is that many of us have far too many debts to fully pay off in our lifetime, with nearly 75% of...
To Whom It May Concern: Who Should Be Informed When Someone Dies?
As we’ve previously covered, there are many things that need to be done when a loved one dies. One of the most important is contacting and notifying people...
Even Without a Will, There’s a Way: What Happens To Your Money When You Die?
Just like the old saying goes, “you can’t take it with you.” But this begs an important question: what happens to your money after you’re gone? After all,...
5 Things To Avoid When Someone Dies: How to Sidestep Common Mistakes
As we mentioned in an earlier blog post, dealing with the loss of a loved one is always a challenge, but it can be especially tough when you’re...
Know the Role: What Does a Probate Attorney Do?
Previously, we wrote about probate and the importance of having a probate attorney. A good probate lawyer can be a big help with the sometimes overwhelming and confounding...
Estate Planning & The Probate Process: What is a Probate Lawyer?
As we discussed in a previous blog post, probate can be a long and costly process, grinding the estate process to a halt as the court works out...