End-of-Life Planning
MICON's Planning Services
When a loved one is very sick, decisions have to be made and financial
matters have to be addressed. When a loved one passes away, decisions
must be made when survivors are already burdened with grief.
End-of-Life planning is…
- Estate planning
- Having a Durable Power of Attorney, and a Will or a Trust
- Deciding how you want financial and medical affairs handled
if you become incapable of making your own decisions.
- Medicaid Planning
- Pre-planning funeral arrangements
- Providing “Respectful Remembrance at the Gravesite”
- Making a difficult time easier for those who love you.
MICON’s
Personal Financial Profile is your first step to End-of-Life planning.
It will help us gather, organize, and analyze pertinent information
about you and turn it into a comprehensive picture of your assets
and an analysis of how protected your estate is. Your profile will
help us initiate Plans of Action to help you protect your estate
from spend-down and estate recovery. If you haven’t pre-paid
your funeral arrangements, or if you haven’t considered “Respectful
Remembrance at the Gravesite”, we will encourage you to do
so. Lastly, we recommend that you take a copy of your Personal Financial
Profile to (1) your personal attorney if Estate planning hasn’t
been done, and (2) to an Elder Law attorney if Medicaid planning
hasn’t been done. before implementing the plan. If you don’t
have a personal attorney, an Elder Law attorney, or a funeral director,
we would be happy to refer you (The
Power of Team). |