LEGACY AND ESTATE PLANNING

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PLANNING FOR MYSELF


• I know I need to make some plans for my future and what happens with me and to my stuff. I just haven’t gotten around to it. I’ve been meaning to do this for a while. It’s time. • I bought a house and I want to make sure I can pass it on. • I’ve had a change in relationship status and need to plan for and protect my future. • I know how I want to plan for my future and my family, but the people I care about may not agree with my choices. • I am in a relationship and everyone doesn’t get along. I want to give clear instructions to everyone that they have to follow. So that we can hopefully minimize fighting but at least keep them out of court. Sometimes knowing you need to get something in place is as far as you’ve gotten and you have no idea of where to go after that. Whether you have an inkling of what you want or no idea we can help by guiding you through an assessment of your needs and goals that ends with you executing a plan that addresses your needs and accomplishes your goals. You can get started by identifying the people who you want to include in your plan as people you need to provide for and people you’d like to empower to do something if needed.




PLANNING FOR RELATIONSHIPS


• I’m in a new relationship/I got married/I got a divorce. • I have a chosen partner that I want protected even if others do not approve. Sometimes knowing you need to get something in place is as far as you’ve gotten and you have no idea of where to go after that. We can help by guiding you through an assessment of your needs and goals that ends with you executing a plan that addresses your needs and accomplishes your goals. You can get started by identifying the people who you want to include in your plan as people you need to provide for and people you’d like to empower to do something if needed.




PLANNING FOR KIDS


• I had a kid and want to make sure my baby is taken care of. • I don’t like my kid’s spouse / partner, but I love my grandkids! (or hope to have some!) How do I plan? Thinking about what happens to kids you love if something happens to you can be overwhelming. Having a plan in place is an excellent first step towards being confident that you’ve put something in place to make sure your babies are provided for and protected if you’re not able to do that yourself. We can help by guiding you through planning than ends with you executing a plan that lays out a seamless plan for protecting and providing for your kids if someone else has to step in for you. You can get started by thinking what instructions you would want someone to have if they had step in for you and how you would want to empower them to carry out those instructions.




REVIEWING AND UPDATING MY PLAN


• I have an old will/trust/estate plan that needs to be updated • I have an old plan that I don’t understand and want someone to review it and explain it to me. You got a plan in place which was a right for then but life is dynamic and some things have changed. Whether it’s the people or things in the plan that need to change we can help you get things updated. We’ll review your prior plan documents and your present planning needs and goal to get you on your way to a plan that fits for what life looks like now. You can get started by gathering up copies of all your present documents since reviewing them will be the first step in the process.




MY DUTIES TO SOMEONE ELSE


• I am a trustee or beneficiary under a trust and I need to know what I’m supposed to be doing. • I think these ungrateful little rapscallions would try to sue me. Someone you love has entrusted you with carrying out a job for them and you want to make sure you get it right. We can help by reviewing the documents with you to help you understand your duties and then lay out a plan to help you make sure you’re checking all the boxes toward getting the job done. You can get started by getting copies of all the documents you have together since reviewing them will be first step.




WANT TO HELP AN ADULT WHO CANNOT ACT FOR THEMSELVES


• I am concerned about my loved one’s health / ability to care for themselves/ ability to manage money or business affairs • I would like to act for my loved one, or I would like to have someone else act for them • There is a conservatorship in place, and I would like to make changes to it. • Someone I care about has an addiction / dependency / cognitive disability / special needs. I am concerned about them managing their resources, their health, or someone taking advantage of them • Someone I care about is on life support Seeing someone you care about in need of help and not knowing what to do is a hard place to be. We will start with an objective analysis of the situation followed by laying out your options for getting help and a plan to start accessing that help. You can get started by making some notes about your thoughts on how you know help is needed and checking for any formal documents like a power of attorney, living trust, or conservatorship that might already be in place.




I WANT TO ACT FOR AN ADULT WHO IS OKAY NOW, BUT I NEED HELP


• I am concerned about my loved one’s health / ability to care for themselves/ ability to manage money or business affairs. • I am a caretaker, and I need authority to help my loved one make decisions. • I have a loved one who received a troubling diagnosis. I think they will need help with making health and financial decisions. One of life’s realities is that we all get older and might need some help along the way. Figuring out how you can help can depend on what’s happening with your loved one’s present condition. We can help by reviewing their present condition and using that information to equip you with your options for getting a plan in place that will empower you to be able to act when more help is needed. You can get started by making some notes about your thoughts on how you know help may be needed and checking for any formal documents like a power of attorney, living trust, or conservatorship that might already be in place.




I NEED TO ACT ON BEHALF OF A CHILD


• I am afraid the child’s parents will be deported. How can I help? • I am caring for a child who needs health insurance. • The child’s parents have asked me to take care of them for now • I am caring for a child who needs to be enrolled in school When it comes to taking care of someone else’s kids your instinct is to be extra careful to get it right and to make sure you’re doing as much as you can to be empowered to get it right. We can help you by guiding you through the process of getting a formal guardianship in place that will equip you to legally make decisions and care for the child for either a short or long-term basis. You can get started by putting together a list of all the child’s relatives including parents, grandparents, and siblings plus contact information for them.




I HAVE DUTIES TO SOMEONE ELSE, AND I WANT TO BE EFFECTIVE


• I am trustee / executor/ agent / guardian / or conservator for someone else. I want to get it right for them. What do I need to do? • I think these ungrateful little rapscallions would try to sue me. • Someone I care about died (they may or may not have had a will, trust, or estate plan ... I still need to know what to do). • Someone I care about is on life support. Someone you love has entrusted you with carrying out a job for them and you want to make sure you get it right. We can help by reviewing the documents with you to help you understand your duties and then lay out a plan to help you make sure you’re checking all the boxes toward getting the job done. You can get started by getting copies of all the documents you have together since reviewing them will be first step.




MY KIDS / LOVED ONES ARE CONCERNED ABOUT HOW TO HELP ME MAKE DECISIONS WHEN I’M OLDER OR CAN’T DO THINGS FOR MYSELF


Even though they may be getting on your nerves, their real concern is about making sure they get things right for you when it matters most. We can help by guiding you through an assessment of your needs and goals that ends with you executing a plan that addresses your needs and accomplishes your goals. You can get started by identifying the people who you want to include in your plan as people you need to provide for and people you’d like to empower to do something if needed.




THE PROFESSIONALS IN MY LIFE (MY DOCTOR, TAX PERSON, FINANCIAL PLANNER, LAWYER) SAID I SHOULD GET MY AFFAIRS IN ORDER.


Sometimes knowing you need to get something in place is as far as you’ve gotten and you have no idea of where to go after that. Whether you have an inkling of what you want or no idea we can help by guiding you through an assessment of your needs and goals that ends with you executing a plan that addresses your needs and accomplishes your goals. You can get started by identifying the people who you want to include in your plan as people you need to provide for and people you’d like to empower to do something if needed.




SOMEONE I KNOW DID AN ESTATE PLAN AND SAID I SHOULD TOO.


So, the good news is that that someone really cares about you and is invested in helping you. Whether you have an inkling of what you want or no idea we can help by guiding you through an assessment of your needs and goals that ends with you executing a plan that addresses your needs and accomplishes your goals. You can get started by identifying the people who you want to include in your plan as people you need to provide for and people you’d like to empower to do something if needed.




I HAVE DUTIES TO SOMEONE ELSE, AND I WANT TO BE EFFECTIVE


• I am trustee / executor/ agent / guardian / or conservator for someone else. I want to get it right for them. What do I need to do? • I think these ungrateful little rapscallions would try to sue me. • Someone I care about died (they may or may not have had a will, trust, or estate plan ... I still need to know what to do). • Someone I care about is on life support Someone you love has entrusted you with carrying out a job for them and you want to make sure you get it right. We can help by reviewing the documents with you to help you understand your duties and then lay out a plan to help you make sure you’re checking all the boxes toward getting the job done. You can get started by getting copies of all the documents you have together since reviewing them will be first step.




I’M NOT ENTIRELY SURE WHAT I NEED, BUT I NEED TO GET MY AFFAIRS IN ORDER. I DON’T WANT MY LOVED ONES FIGHTING ABOUT ME OR MY STUFF.


Sometimes knowing you need to get something in place is as far as you’ve gotten and you have no idea of where to go after that. Whether you have an inkling of what you want or no idea we can help by guiding you through an assessment of your needs and goals that ends with you executing a plan that addresses your needs and accomplishes your goals. You can get started by identifying the people who you want to include in your plan as people you need to provide for and people you’d like to empower to do something if needed.




I ATTENDED ONE OF YOUR WORKSHOPS OR SEMINARS AND I’M READY TO TAKE THE NEXT STEP.


Sometimes knowing you need to get something in place is as far as you’ve gotten and you have no idea of where to go after that. Whether you have an inkling of what you want or no idea we can help by guiding you through an assessment of your needs and goals that ends with you executing a plan that addresses your needs and accomplishes your goals. You can get started by identifying the people who you want to include in your plan as people you need to provide for and people you’d like to empower to do something if needed.





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