This is an entry from the firm’s news archive. It is kept as it was written, and it describes an event that has already happened. For current guidance, start with our articles or a Right Fit Call.
We invite you to learn more about our new PRO ActiveElder Law Program™. This program addresses the needs of our clients who are or will be facing challenges with advancing age or declining health. Unfortunately, a client’s mental health or physical condition often deteriorates more rapidly than expected, and the family helpers have not previously had the training they need to reactcalmly and effectively. This program proactively prevents this crisis mode.
The program begins with a private meeting with you and your helpers where we assess your current situation and provide individualized training to your disability trustees, financial agents, and health care agents. We also help identify local resources that can help you and your helpers with long term care, in-home health care, and personal care services. Our Special Delivery Service is for clients who cannot physically attend group meetings. We would work together to create a custom plan for how and where we get your updated documents signed in the future.
Our Disability Settlement Security System is designed to assist your disability trustees in carrying out the instructions in your Trust after you can no longer effectively manage your property or financial affairs. Our Family Asset Protection Program considers the possible use of a strategic gift trust to potentially preserve family assets for your loved ones, as opposed to having to liquidate those assets to pay for nursing home care or become eligible for Medicaid.
If you would like to discuss your personal situation and whether you would benefit from one of our complimentary initial consultations, please call Kelli at 364-2246 to schedule a time to visit.
Health & later life
As we get older, staying healthy becomes more than just eating right and staying active. It’s about making sure all the pieces of our lives are in place so that we can truly enjoy the years ahead.
·3 min read
Health & later life
Retirement should be a time of joy, health, and peace. As we age, caring for our physical, emotional, and financial well-being becomes increasingly important.
·2 min read
Health & later life
As your parents age, the roles can often reverse, with you taking on the responsibility of caring for them. This new phase of life, while rewarding, can also be challenging and overwhelming.
·3 min readThe workbook helps you clarify what you want your plan to accomplish, identify possible gaps, prepare the right people, and decide what to do next, whether this is your first revocable living trust-based estate plan or you are reviewing an old one.
Separately, you can subscribe to A Matter of Trust, a weekly newsletter from Tamara featuring practical estate-planning guidance, thoughtful reflections on family and legacy, and other estate planning ideas worth passing along. Sign up for one or both.
Estate planning is a process, not an event. Start with a Right Fit Call: a short, no-pressure conversation to see whether we are the right firm for your family, and what a plan that walks alongside you would look like.
