LifeMap™ is a personalized planning tool that focuses on what your family needs.
Wherever you are on the timeline, we know nothing matters more than providing a secure future for the ones you love.
Your LifeMap™
- Raising a Family
- 18th Birthday
- Caught in the Middle
- Empty Nesters
- Caring for Aging Parents
- Retirement
- Long-Term Care
- Someone Has Died
-
- Raising a Family
Many young families put off estate planning. They think they’re young, healthy, and assume they cannot afford it. It might be difficult to imagine a future that you’re not a part of, but proper planning shows your family how much you care. -
- 18th Birthday
Eighteen is a milestone birthday, and your parenting instincts don’t simply go away because your child has reached adulthood. When your child hits this stage, there are some changes to a parent’s legal rights that you might not be aware of. Meet with us to learn which documents you need to continue to support your new adult child.
-
- Caught in the Middle
As a parent who is busy raising a family, and as the child of an aging parent, you carry a lot of responsibility! To avoid feeling overwhelmed, take action by creating your own family’s estate plan and starting the conversation with your parents to learn what documents they have in place
-
- Empty Nesters
Major family milestones are a key time to have your estate plan reviewed and updated. If you’re concerned about a new son-in-law or daughter-in-law, or have seen a child experience bankruptcy, schedule a consultation to learn how to address these issues with a personal estate plan. -
- Caring for Aging Parents
End-of-life planning isn’t an easy conversation, but it’s an important one. Aging parents might feel anxiety about the unknown, and you feel the responsibility to make decisions on their behalf. If you want to ease the stress of these conversations, meet with our team to create a strategy that looks out for everyone in your family.
-
- Retirement
You have worked hard to get to this season, so protect the life you’ve built with an estate plan that addresses your needs. We can help you decide the best strategies for giving to kids and grandkids, reducing tax burdens, and prioritizing your personal estate planning goals.
-
- Long-Term Care
Long-term care expenses are an ever-increasing concern. The cost of care continues to rise and many wonder how and if they will be able to afford care. -
- Someone Has Died
There are a lot of responsibilities that come with settling an estate. If you are named as the personal representative in will, or as trustee in a trust, consult with an attorney to better understand this new role.
Do I really need a LifeMap?
Some things we often hear:
What's an estate?
If you own a house or business, have life insurance, a retirement account, or other investments, you have an estate.
This is hard to think about
We get it. It’s hard to imagine a future you’re not a part of. A LifeMap™ provides the peace of mind that your loved ones are protected even if the unthinkable happens.
What do I really need?
You know what’s important to you, and from there, we’ll decide together which legal tools accomplish your estate planning goals.
If the hospital or nursing home is asking for a power of attorney for your recently-diagnosed parent, and they don’t have one, meet with us to learn your options for a guardianship or conservatorship.
If you are concerned about protecting your children’s inheritance or ensuring guardianship for minor children after divorce, create a personalized estate plan that protects their financial future.
As the parent of a child with special needs, there are 2 major considerations:
- Who will take care of your special needs child if you can’t?
- How can you provide them a secure financial future?
Talk with us to learn how to easily integrate special needs planning into your family’s estate plan.
It’s not too late to have a conversation about estate planning with a recently diagnosed parent. Address any immediate needs for financial & medical power of attorney documents or a guardianship/conservatorship.
If you’re worried about your children fighting over property, a difficult estate settlement process, or what may happen when family members receive large amounts of money, see why a personalized estate plan can ease all your concerns.
If you’re blending families, it’s important to have clarity around inheritance and other financial matters. Every couple is different, and working through the details now helps preserve your family’s relationships and builds a secure future for everyone involved.
Business owners have a lot to consider. Who will take over your business upon your death? Will you lose decision-making power if your business partner dies?
Ask us about business succession planning and why it’s an important part of your own estate plan
With guided planning, you will be able to confidently answer:
Who will care for our children?
Talking about who would take care of your children is a good starting point. Making sure your wishes are known is important as well. But if these things are not documented, it is less likely your wishes will be carried out as you intended.
Who will take care of things if I die?
When the unthinkable happens, certain steps need to be taken (closing bank accounts, paying debts, etc). Naming a personal representative is important. If none is named, the court will appoint one and this will create costs and delays.
What happens to our house?
If this is not determined in a will or trust, the court will appoint a personal representative.
Who will make the big decisions?
Part of creating a LifeMap™ is determining what will happen if you are still alive but unable to make decisions. This planning allows you to select an individual to make financial and healthcare decisions on your behalf.
What about our stuff?
You may not have a huge amount of savings or other assets and wonder if it is necessary to complete a LifeMap™ for your family. Please realize- in the absence of this plan, property will be disposed of by the court according to state law.
Your LifeMap™ will provide for the needs of your children and loved ones.
Take the first step and schedule
your free consultation today.