FAMILY PROTECTION SYSTEM™
Legal Documents
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Record whether important documents exist, where they are kept, and who your family should contact first.
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Need Help Completing Your Family Plan?
As you gather documents, you may notice important pieces that need attention: long-term care costs, beneficiary reviews, life insurance, retirement income or estate planning documents.
I can help with long-term care planning, Medicare planning, life insurance reviews, annuities, retirement income planning and beneficiary reviews. I also have referrals to estate planning attorneys and financial planners when legal or financial advice is needed.
Long-term care planning includes thinking through care at home, assisted living and nursing-home costs. For DNR orders or clinical care instructions, speak with the treating clinician; legal document questions can be discussed with an estate planning attorney.
- Long-Term Care Planning
- Medicare Planning
- Life Insurance Reviews
- Retirement Income & Annuities
- Beneficiary Reviews
- Estate Planning Referrals
- Financial Planning Referrals