Devising a longevity plan is critical if you want to enjoy the last part of your life.

Give yourself the gift of finally enjoying the fruits of a life well-lived. With planning, you can create a future you will look forward to. A longevity plan removes the fear of leaving your loved ones with the burden of selecting and paying for your long-term care.

I can help you, wherever you are along the way. Here is some basic information to get started. Having a sound longevity plan means you and your advisor have considered the following five elements:

  1. The state of your finances and whether some of your assets can be protected
  2. Available programs and government benefits, as well as how to set up your assets to maximize those benefits
  3. Having legal documents in place, including a will, health care proxy, and power of attorney to ensure that someone you trust can make decisions on your behalf should you become incapacitated.
  4. How and where you want to live if you can no longer drive or need constant care
  5. Identifying family or friends who will be able to help you navigate these life changes

While none of us look forward to facing these difficult issues for ourselves or our loved ones, planning early and comprehensively can give you and your family peace of mind. Learn more.