Apr 29, 2017
by Rick Law, Aurora, Illinois Estate, Asset and Retirement Tax Attorney. Rick Is Founder of the Estate Planning Center at Law Elder Law and presents multiple complementary workshops every month on how you can plan and protect your future.
Back in 2008 I had the pleasure of working with Rocky Greene as he held the hand of one of his clients who was beginning to slip into the early stages of dementia.
Because of his proactive concern for his clients, he worked with his clients (a husband and wife in their 70’s) and their adult children in helping them to modify their existing estate plan into a long-term care plan with asset preservation for the healthy spouse and appropriate distributions for the children at the time of the death of both of the spouses.
I decided to give Rocky a call to ask him what was going on in the financial investment world from his perspective.
There are four crucial areas of investment management, all of which need to be addressed to have a truly healthy financial plan for the future:
A healthy body isn’t achieved by fixing one aspect of your lifestyle and then stopping; it includes giving attention to diet, exercise, mental health, and environmental factors. Neither does a healthy financial plan stop after making a change in just one area. You must give attention to all the components of your body of investments to have a truly healthy financial portfolio.
If you’re ready to start getting your estate in order and secure your assets for the “worst-case” scenario, please give our office a call at 800-310-3100. Your first consultation is absolutely free. We’ll let you know what steps you need to take, right now, to protect yourself and your family. Call now.
Rick L. Law, Estate, Asset and Retirement Tax Attorney
Rick has been named #1 Illinois elder law estate planning attorney by Leading Lawyer Magazine 8 times in a row. He has been quoted in the Wall Street Journal, AARP Magazine, TheStreet.com, and numerous newspapers and articles. Rick is the lead attorney for Law Elder Law, LLP, focusing in Estate Planning, Guardianship, and Nursing Home Solutions. His goal is to give retirees an informed edge when it comes to dealing with an uncertain future. Get flexible retirement strategies that work during good times and bad, plus information on how you can save your home and assets from being used to pay for long term care. Call 800-310-3100 for your free consultation now
My wife and I had our first child three years ago. That’s when we decided to set up a trust, should anything happen to either of us. We reached out to Zach Hesselbaum to help us out. He was very thorough and professional throughout the whole process. Zach went above and beyond to make sure that we understood every detail of setting it up and he did an excellent job. We recently had our second child a few months ago. With the new baby, he helped us make the necessary revisions to the trust. Zach made this process great for us! I would definitely recommend using him for any of your estate planning needs!
Tom G., Naperville, IL