Most individuals, as they begin thinking about the final part of their life journeys, worry about:
– becoming a burden on their family and friends should they lose physical or mental capacity;
– running out of money and resources and thus becoming a ward of the state;
– having their children fight over the disposition of property or the health care decisions that they need
to make on behalf of mom and dad; and
– being isolated and cut off from family, friends, and even society, whether they age at home or in
Unfortunately, these fears are real.
However, we are here for the sole purpose of helping our clients understand, prioritize and take appropriate actions, within their individual means and resources, to mitigate each of these fears and risks, and all of the other issues that they might not have even considered.
Our mission is to help educate individuals on all aspects of retirement, aging, end-of-life, and estate and legacy issues. After a general understanding of all of the rules and options, we can then assist in the legal documentation needed to maximize the chances of enjoying Dignity, Independence, Proactivity, Purpose and Autonomy during life's final ROAD (Retirement, Old Age,and Dying, plusEstate and Legacy).