Everyone Knows They Need to do Something...
But what, when, and who can help answer those questions.
Everyone knows they need to do something, but what "something" do you need, what should you consider, and who should you talk to about your needs. Your situation is based on where you are in your life, as well as your family and asset situation.
And , it is far more unique than you may realize.
Here are different Planning Stages that require different planning considerations.
Here are different Planning Stages that require different planning considerations
When a person turns 18, his/her medical, financial, and educational information becomes- legally- exclusively his/her own. Parents do not have automatic access to that information. This can be problematic for both.
Many people find themselves raising their kids and needing to care for aging parents. It is not only stressful, it requires planning to be able to work through this process.
It is essential to have clear decision-making documents in place and clear understanding of assets as health declines and care needs to increase.
Some family situations require specific planning to establish care/support and hold manage assets to assist a child/adult who needs help due to a disabling condition.
Your Plan Need is 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 solution.
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There is no obligation.
Our hope is the information allows you to better understand how to get "something" done for your family.