6 Steps to Ensure Your Estate Plan’s Success

6 Steps to Ensure Your Estate Plan’s Success     Estate planning is about getting plans in place to manage risks at the end of your life and beyond.  No one wants to spend more time than necessary contemplating their mortality. But putting in the work now will save your loved ones from months or…

What to do with your estate planning documents

Storing Your Estate Planning Documents – What to Do and What Not To Do

So you’ve finally gotten through the initial step of creating and executing your estate planning documents. Now you’re wondering where should you store the originals. The answer is really simple—in a safe and accessible place. But what does that mean exactly? This article provides tips and insights to help make sure that all the work you’ve put in to creating a thoughtful and meaningful estate plan serves you, by ensuring that your documents are safe, accessible and available to your successor agent(s) when they need them.

What Qualifications Should a Private Fiduciary Possess?

Download/Print Article Here   Lindsay Leonard, a California licensed private professional fiduciary, has continuously offered her services to the public for the last 10 years.  In that time, she encountered many scenarios where families struggled with their own internal dynamics during periods of rapid, cumulative changes.  Those shifting components led her clients to seek outside…

Why You Should Have an Advance Health Care Directive

Many parts of life planning require a discussion of uncomfortable topics. Drafting your advance health care directive is no exception. No one likes to talk about “end of life” preferences. However, having an advance health care directive can ensure that your preferences are carried out when you are unable to make your own health care decisions. An Advance Health Care Directive is a legal document outlining your health care choices.

Elder Preparedness Should Include Money Management Services

In many cases, when senior citizens need help in managing their money, adult children or other relative step in, but oftentimes, the children live too far away or just don’t have the time due to their own busy schedules. Whether it’s just balancing a checkbook or a monthly reminder of bills that are due, the process of elder preparedness should include money management services.

Elder Preparedness Requires Good Recordkeeping

Care for the elderly can be quite stressful and at times completely overwhelming. A caregiver or potential caregiver can avoid a considerable amount of elder care stress by taking a proactive approach in organizing and planning for the unplanned events in life. It is very important to get all paperwork and legal papers in order while the aging person in your life is still well, if at all possible.