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The Life & Legacy Program gives families the tools to use during a family crisis or loss of a loved one. It provides timely and accurate information that can help ease the emotional burden of needing to provide and sort through the details of life. The struggle of trying to find information costs time, money, and exacts an emotional toll on all those involved. A family emergency is hard for everyone but can be made easier.
With the Life & Legacy Program we act as your personal assistant. We work with you to gather your information and organize it for you and your family. Easy access is provided both digitally and by physical copy. Additionally, you can update your plan throughout the year or wait until we meet for your annual review of your Life & Legacy Plan. As Thomas Scott said, "A person cannot leave a better legacy to the world than a well-educated family."
Sam is a widower, he and his wife never had children. Sally, his niece is his Power of Attorney (POA) and Healthcare Proxy (HCP). Sam remembers well how overwhelmed he was when his wife died. Sam appreciates that his niece is there for him, he wants to make a possible disability or his death as easy on her as possible.
Ted and Louise have been married for over 40 years. Ted has always been responsible for making sure all of the bills are paid on time. They are each other’s Power of Attorney (POA) and Healthcare Proxy (HCP). Ted was recently diagnosed with Stage 3 cancer. One of Louise's fears is managing the household during Ted's treatment.
Greg and Anna have been married over 30 years, they have 2 adult sons, Brian and Kevin. Each of them live a few hours away, in opposite directions. Greg and Anna love being on the road in their RV, but know that accidents happen. They want to be able to manage their finances while traveling and they want to know that their sons will be able to access all key information in the event of an emergency.
Angie is her mother’s (Rose) estate executor. Her parents were married for over 60 years, her father passed a few years ago and her mother has been diagnosed with dementia. Rose remembers finalizing her mother's estate after she battled dementia for several years. She does not want Angie to have to deal with a similar situation.
Jack and Diane were married in their 50's, a second marriage for both. They each have a high net worth and children from their previous marriages. While their children get along, in the back of their minds Jack and Diane are concerned that there may be problems when one of them passes. They want to be sure that the estate settlement process goes smoothly, that all wealth is distributed according to their wishes and that advanced health care directives are followed.
Carrie is the mother of Ruth, an adult special needs child. Carrie is a single mother and has been responsible for Ruth's care her entire life. Carrie would like to travel and have the peace of mind that the right decisions will be made for Ruth if she isn't available. She is also concerned about who will be responsible for Ruth's finances and health care when she passes. Carrie has begun to include her niece, Sue in conversations about Ruth's care.