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EachPod

How Do I Get Started?

Author
Patrick Cawley
Published
Mon 11 Sep 2023
Episode Link
https://rss.com/podcasts/laterinlifeplanningshow/1101280

When it dawns on people that the challenges of the later years of life require planning, they commonly ask, "How do I get started?" This is a good sign that people realize they need more than just some legal documents. There is no need to be overwhelmed. Getting started comes down to Education, Preparation, Action, Follow-Through.These days there is far more education that is easily accessible than there used to be. At Keystone Elder Law, we offer regular online workshops on estate planning and long-term care payment strategies. Use the Workshops tab at KeystoneElderLaw.com to get registered. There are many articles on the website and short answers to frequently asked questions in our YouTube channel. Once you become familiar with common threats in the later years of life, you can start to prepare. Gathering information about your family, your financial accounts, and your real estate is a good place to start. Taking action is critically important. Armed with information and the information you gathered, you can meet with an elder law attorney who builds shields for families every day. Life changes, and so should your plan. Births, deaths, divorces, marriages, and changes in health or wealth are all reasons to revisit your plan.



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