Many clients already have trusted and competent advisors to address their legal and financial needs. In this case, our Life Care Planning professionals work together with these trusted advisors to ensure that all of the family’s advisors are working in tandem to maximize seniors’ quality of life.
Let’s look at a couple of examples.
On the legal side, most of our clients have typically already taken at least some steps to ensure that they have advance directives in place. But really, when was the last time you pulled out those documents? OK, so you had a reputable attorney draw them up. Do you really know all the implications of these documents? Is it really clear what happens in a crisis? Sadly, some documents are much better at addressing the course of action after someone dies – but are very limiting during the a medical crisis when you need them most.
An Aging Life Care Expert (formally known as a Geriatric Care Manager) experienced in life care planning can help you understand how these documents would really function during a crisis and make certain your wishes are honored. If changes are needed, we are able to refer you to reputable resources such as elder law attorneys that can help you to achieve your planning goals.