July 27, 2010
For middle-aged folks, estate planning in Sacramento goes beyond protecting your kids and your assets should the unthinkable happen to you. It’s also about helping your parent’s get their affairs in order so you are not left with an absolute financial/ legal mess when they become incapacitated or pass away.
From the desk of Heather Chubb, Sacramento Probate Attorney
If you are a middle-aged adult, you probably think of estate planning as a smart way to protect your children and your assets should the unthinkable happen to you.
And while that is 100% true, have you thought about estate planning as it relates to your parents? Have you considered the responsibilities that will fall on you—the child, when mom or dad becomes incapacitated or passes away?
Many of us don’t think about our parent’s estate plan because we assume they’ve gone ahead and taken care of everything…. the way you are hopefully doing now with your own estate planning.
Yet as I send my clients home to go have the ‘tough conversations’ we’ve tackled in our Peace of Mind Planning Session with mom or dad, they learn nothing could be further from the truth.
So to help you get a few steps ahead and avoid an absolute financial and emotional mess should your parents pass away without a plan in place, here are a few questions you’ll want to ask ASAP:
Of course as a Sacramento elder attorney and a daughter myself, I understanding having these tough conversations and getting to the bottom of your parents affairs can be easier said than done.
For that reason, I want to invite you to schedule a Peace of Mind Planning Session with me (normally $750) where I will personally sit down with you and your parents to help them get their legal and financial house in order. We’ll face these tough questions together and talk about the next steps in protecting your parent’s assets and safeguarding their end-of-life care.
Simply call 916-241-9661 to schedule your appointment. However, this offer is limited to the first 10 appointments per month so call today!