Estate Planning Document

Late Life Planning 101

Estate Planning Document

Each stage of our life presents unique challenges. As investors, these stages also require unique solutions to the challenges we face. One day, we wake up and realize that things are changing and we are faced with questions that we have never had to ask before. 

  • “Where do I want to live?”
  • “Will I have enough money to retire?”
  • “What are my resources?”

All of these questions can be daunting and create a tremendous amount of confusion and stress in our daily lives. Many will try to bombard you with ideas and sales pitches that weren’t a concern for you in your younger years. Breaking it down into simple-to-follow steps is always a good starting point for tackling any problem.

Step 1: Have the conversation work with an independent professional who can help guide you through the process and answer any questions you may have 

Step 2: Evaluate your options understand that you have a choice. A good advisor will present multiple options and give their opinion on what is in your best interest 

Step 3: Commit to your plan – a lot of thought and detail went into creating your plan. Don’t allow short term events to guide your long term plan. 

To help investors, I have created a Late Life Planning Playbook that addresses the following topics: 

  • Insurance Needs
  • Reverse Mortgages
  • Living Options & Costs
  • How to generate portfolio income

For more information on how we can help with your personalized late life financial plan, please contact Denise Delaney at 949-428-0457 or [email protected].