Are You an Individual with Concerns for a Loved One or Yourself?

Are you a member of the “Sandwich” generation?

You’re a Parent and a Child – The Meat in the Sandwich!

Your children are grown, but your parents are beginning to need you more. They live independently, and they don’t want to be a burden to you, but life is becoming more difficult for them. You want to help, but there are so many questions you need to ask, and you’re not sure where to start.

Start Here:

Contact us to learn the 8 Things You MUST Discuss with our Free EBook.

If you’re ready for the next step, request a Complimentary Consultation.

We’ll send you a Questionnaire to fill out. Whether you return it to us or not, it’s a helpful exercise to help you achieve clarity for your own peace of mind. Return the completed form to us, and we’ll schedule a 30 minute consultation call.

If Grand Family Planning can help you, we’ll offer an in-depth Needs Analysis.

WHAT WILL A NEEDS ANALYSIS DO FOR ME?

You know you need to take action, but you’re overwhelmed. There’s so much you don’t know. We make it easy. You’ll tell us about your family, the things you’ve been noticing, what’s keeping you up at night and all of your biggest concerns. Our team of professionals, including Estate/Elder Law Attorneys, CPAs, Care Managers, Medicare experts, Medicaid experts, Reverse Mortgage experts, Realtors, Organizers and more, will review all the details, (while protecting your privacy), uncover urgent issues, prioritize the actions required and establish the smartest goals for you and your loved ones.

Every Needs Analysis is customized for your family and provides solutions, as well as connections to qualified, caring professionals, who will commit to helping you in the most cost-effective ways possible. We use our respective experience for YOUR benefit. We save you time, money and heartache. Show Me How You Work

Multi-generation  family in park
Multi-generation family in park

Are You A Parent and Grandparent?

Grandparents enjoy special perks. But is there more you should be doing?

You have grown children and grandchildren. You’ve set aside assets and you’ve been enjoying life. But what happens when you get sick? Who will advocate for you? Will your resources be adequate? What about the grandkids? Have you done all you can to protect everyone you love? Have you had the crucial conversations with your children? Do you even know where to start?

First thing you need to do is have a talk with your adult children and make sure you’re on the same page. Not sure what you need to cover?

Contact us to request our eBook, the 8 Topics You Must Discuss.

If you’re ready to move on to the next step, here’s what we suggest:

Request a Complimentary Consultation. We’ll send you a form to complete. You may find the act of filling out our form comforting. It will help you to achieve clarity and peace of mind. When we receive your completed form, we’ll arrange a complimentary 30 minute call.

If Grand Family Planning can help, we’ll discuss options with you. You may want to consider:

A Grand Family Estate Plan

What is a Grand Family Estate PlanSM?

It’s an all-in-one strategy for facing your future with confidence. Know that when you get sick, you’ll be protected with a customized, all-encompassing plan! We’ll get to know you, your family and your goals. Then, we’ll show you how to

  • Protect and preserve your assets
  • Address long term care planning
  • Cover health care costs
  • Maximize what you leave to future generations
  • Document your most crucial information
  • Preserve precious memories and your family legacy

How? By bringing together our team of professionals, including Estate/Elder Law Attorneys, CPAs, Care Managers, Medicare experts, Medicaid experts, Reverse Mortgage experts, Realtors, Organizers and more, we help you to achieve what no other professional can offer on their own. There’s power in multiple perspectives!

The most loving thing you can do for your family and for yourself is to start NOW, while you’re healthy! OK. I Want a Complimentary Consultation!

Happy older woman with a golf stick

Are You Single and Independent?

Divorced, widowed or unmarried, you’re an independent, happy person. But are you ready for the future?

You’re on your own and life is great right now. You enjoy your independence, but you know that things change. Who will advocate for you when you get sick? Will the assets you’ve put aside be enough? What will your legacy be? Where do you start?

Request a Complimentary Consultation. We’ll send you a form to complete. You may find the act of filling out our form useful. It will help you to achieve clarity and peace of mind. When we receive your completed form, we’ll arrange a complimentary 30 minute call.

If Grand Family Planning can help, we’ll discuss options with you. You may want to consider:

The S3 Plan from Grand Family Planning

Designed specifically for widows, divorcees and single adults, it’s an all-in-one strategy for facing your future with confidence. You’re independent and active, blessed with health, assets and a family you love. You pride yourself on being on top of things. But with no one close by to support you in an emergency, anything can happen. Know that when you get sick, you’ll be protected with a customized, all-encompassing plan! We’ll get to know you, your family and your goals. Then, we’ll show you how to

  • Have a medical advocate on call for support
  • Protect your assets
  • Address long term care planning
  • Cover health care costs
  • Maximize what you leave to future generations
  • Document your most crucial information
  • Preserve precious memories and your family legacy

How? By bringing together our team of professionals, including Estate/Elder Law Attorneys, CPAs, Care Managers, Medicare experts, Medicaid experts, Reverse Mortgage experts, Realtors, Organizers and more, we help you to achieve what no other professional can offer on their own. There’s power in multiple perspectives!

We are also putting together a course in health care advocacy and developing a team of advocates to help keep single people protected!

The most loving thing you can do for your family and for yourself is to start NOW, while you’re healthy! YES, I WANT TO STAY INDEPENDENT!