Planning

The What ifs:

  • What if you die unexpectedly? What is your family to do? Do they have access to your banking? Do they know your wishes?
  • What if you get sick or become disabled, and can no longer work? Do you have a plan?
  • What if your spouse comes down with a debilitating illness and needs to be cared for at home or in a facility? Do you have a plan? Can you make decisions? Will there be money left over to take care of you?

 

These scenarios are possible and can greatly burden families.

What can a senior citizen do?

PLAN NOW to avoid crisis planning!

If you don’t, someone else will, possibly appointed by a court.

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Aging Issues Info can help you map out a plan. Call for a free and confidential consultation to discuss your goals:

  • Estate Planning
  • Long-Term Care Planning
  • Medicaid Planning
  • Housing

 

In-depth Individual & Family Consultations

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Customized Comprehensive Action Plans

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Preferred Rates

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Ongoing Education and Consultation

 

call (914) 468-0185

 

RESOURCES

The Caregiver’s Guide to Financial Planning in the Shadow of Dementia equips caregivers with the information and tools to ask the right questions and navigate financial decisions effectively on behalf of family members living with Alzheimer’s disease or dementia.

Why Women Worry explores reasons why women may face a more challenging task planning for and living in retirement than men do.

Couples Planning examines how different married couples’ styles of financial management may be related to their success in retirement planning.