Have you heard about Legacy Planning?
What would you do if you had to step into someone else’s life in an instant?
Did you know that many experts agree: by the time you approach age 40 and a loved one is around 70, you should have had the “talk” about issues so many individuals and families want to avoid. Challenging topics such as future living accommodations, financial choices, assets, health, and medical care wishes, along with end-of-life topics can be complex and emotional. Yeah, we get it, not a fun or desirable topic!
Hello Darlene to the rescue with their innovative Legacy Plan Organizer. It is a practical guidebook developed and based on personal life experiences as a caregiver, financial industry professional, daughter, and parent. The binder is straightforward to work through and easy to use and update. Through work and personal family experiences, we have been a witness to so many families struggling when emergencies occur with a loved one. You have heard the stories about families who break out disagreements or caregivers experiencing so much stress; this is where we are able to help reduce stress and provide a roadmap of information with our life transition services.
it is exceptionally difficult to operate with a lack of information during emergencies. We also don’t realize just how much information is required. Do you know what benefits your loved one qualifies for or what their plan covers? This is just one example of the kind of information that is helpful to reduce stress for loved ones and improve the ability to be in a caregiving capacity with ease.
If you are not sure where to start in the Estate Planning process, get started with the basics of having a Will and Powers of Attorney for Property and Personal Care completed by a Legal Professional. They are essential and critically important documents and only 50% of Canadians have these documents.
With the Legacy Plan Organizer, you or someone else can step in and manage a person’s life in case of an emergency, health event, or death. A document organizer and guidebook filled with checklists and helpful tips.
So in case, life throws you, a family member, or a loved one a curveball, be organized and prepared for the unexpected with Legacy Planning.
Stay healthy & organized!
