Our Enhanced Estate
Planning Program
If you are still healthy and active, you may think there is no need for further planning (beyond your estate plan, which may have been prepared years ago). However, this is not the same thing as a plan for care and is incomplete without a good deal more.
Planning helps ensure you are prepared before an accident, diagnosis, or medical crisis that changes your way of life and creates the need for care.
Planning early through our proactive Enhanced Estate Planning program offers advantages over waiting until there is a crisis:
- Increases the likelihood of you aging at home, which helps you preserve control
- Ensures the estate plan is up to date and contains enhanced provisions for incapacity
- Provides you (and your family) with a roadmap in case you have a sudden health emergency
- Can save you substantial money in the future so more funds are available for care when needed
- Provides you with advisors who know you, who are familiar with your health and finances, and can assist without delay in case of emergency
Our Enhanced Estate Planning program is intended to help you create an estate plan (including wills, trusts, advance health care directives, and powers of attorney), keep your estate plan updated over time (as tax laws change and your priorities may change), and make other important preparations for your family in the event you have a major health crisis in the future.
The preparation of a will alone will address what happens to your estate after you pass on. In contrast, our program is focused on your life, and intended to help you determine what happens to you and your estate between now and the end of your life. The program allows you to designate your wishes and thereby maintain control even if you were to become seriously injured or ill. It also provides your kids with the answers they may someday need if you do require assistance.
