Are You A Parent and Grandparent?

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

You’re Parents and Grandparents

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:

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!