Feb 22, 2013
By Rick Law, Estate Planning and Elder Law Attorney in Chicago.
So far in this series, we’ve discussed the current state of affairs in the financial market, as well as just how much things have changed over the last decade or so and how it’s hurting seniors the most.
Here’s how we – the estate planners and elder care specialists at Law Elder Law- can help you and your family.
If you are over 60 years old and you have lived your life as a conservative and frugal person, you need to know how to protect your lifestyle. You need help finding the right advice-givers.
At our law firm, we have worked with hundreds of seniors and we have seen the financial choices that our clients have made. They literally open up their books to us. We see our client-retirees’ best, worst, but most often mediocre money decisions.
We also get to evaluate the performance of their financial advisors, ranging from the big time active-stock/bond money managers to the financial representative at the bank down the block.
Regardless of their investment style, we have found that financial advisors’ ideas also demonstrate the best, worst, but most often mediocre income-generation plans.
From boomer, to senior, to elder. This is the guidance we provide our own clients every day. We know how to plan for the trip and predict the typical dangers. We’re right there alongside our clients. One thing we have learned for sure is that there are lots of potholes out there!
As our client said at in Part 1 “The retirement, investment, and income crisis many seniors face”: “They must have changed the rules.”
Quite frankly, “they” are always changing the rules—and we want to help you to avoid the hazards and slow down before the speed traps. We’ll show you how to synthesize safe financial ideas with visionary legal concepts.
Our clients frequently tell us, “We don’t want to be out of money before we are out of breath.” Sound financial advice is one of many services we provide to help you make that goal a reality. We’ll share with you what we’ve learned from the top 5 percent of financial advisors and estate protection attorneys. What’s more, we’ll provide examples of the ideas our clients consider successful, our own “road maps” we follow so they can:
With a trusted approachable Elder Care attorney, you’re always in good hands.
Stay tuned for the next installment of senior income crisis in which we’ll discuss the importance of knowing how much you have, and what your estate planning options are.
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, Attorney, Estate Planner for Retirees.
Rick was named the #1 Illinois elder law estate planning attorney by Leading Lawyer Magazine. 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. Appointments available in Chicago, Aurora, Oak Brook, Schaumburg, and Joliet. Call 800-310-3100 for your free consultation now!
“Everyone in the office was absolutely wonderful to work with whether on the initial set-up of the trust, adjustment to such following my father’s passing, or processing of his home sale and proceeds.
They genuinely care for your family’s well-being and walk you through each step of the process. They are also exceptionally responsive even when parties involved live in different locations.
This is a definitely a team you can trust and one I highly recommend.”
W.W., Client of Law Hesselbaum