Estate Planning focuses on what to do with the stuff after a person dies. Life Planning is a more descriptive term. Life Planning takes into account the different stages of life from child-rearing to retirement. Our goals during those different stages of life change as well and plans can evolve and change. It is never too early to plan, but it can be too late.
Who do you trust to make decisions on your behalf if suddenly you can no longer make them for yourself? Contact me and I can work with you to plan for the unexpected.
Protect the assets you have. What does that mean to you? Who are you protecting them for-a spouse, children, grandchildren? There are different ways to protect your assets depending on your goals. It is all about what is important to you. Contact me for a consultation and we can discuss what is important to you.
New Medicare cards are going to be issued to Medicare recipients between April 2018 and April 2019. The new cards are free. The new Medicare cards will no longer carry the participant’s Social Security number. If someone calls offering to obtain a new card for you for a fee- IT IS A SCAM!
Do you know where your legal documents are? Has it been awhile since you looked at them? Life gets busy and things like legal documents can fall through the cracks. Time to put your legal house in order? Contact me to schedule a consultation to review your documents or to discuss replacing lost documents. Oh, and the will found under the stack of shoe boxes in the closet was my father’s (long before I became an attorney).
My grandfather was a doctor at the turn of the 20th Century. He made house calls. Even though I am a JD and not an MD, I am proud to carry on the family tradition.
Although my Wheaton office is handicap accessible, if you are unable to come to my office, I would be happy to come to you. I can be reached at 630-547-7982 or email@example.com.
If a large portion of your assets are in retirement accounts, are you doing enough to protect those assets? If you want your children to benefit from these assets without making your hard earned retirement funds subject to the claims of your children’s creditors (including ex-spouses) contact me to schedule a consultation at 630-547-7982.