Strategic planning for your Peace of Mind
LIFE PLANNING
Life is uncertain. Are you prepared for a life changing event?
If something were to happen to you, would your loved one know where your important documents are? When was the last time you took inventory of your estate?
Linda has experienced firsthand the importance of proper planning and the confusion and extra work an unplanned estate can bring to a family that is already experiencing a stressful loss. As a result, she believes very strongly that life planning is one of the kindest things you can do for your family and she loves helping her clients achieve their preparedness goals. We will provide information, counseling, tools and organization to help you prepare for any change in circumstances.
What services are available to you?
● Discuss the importance of wills and estate planning.
● Create a durable power of attorney.
● Provide help with health care and planning, including long term care options, patient rights, Medicare, and health care power of attorney.
● Financial representation: financial planning (including durable financial power of attorney), housing opportunities and planning, income, estate, and gift tax matters.
● Help locate long term care facilities and manage assisted living cost.
● Explain nursing home resident rights .
● Draft a living will or other advance directives, including a durable power of attorney and long term planning documents.
