What If You Are Temporarily Unable to Manage Your Affairs?
What would you need someone to know or do, if you are suddenly incapacitated?
We help you retain control and protect your financial security.
Call (410) 714-3519 for more information.
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We help you get Ready to Delegate.
Call us (410) 714-3519.
Practical Planning for Seniors
If you don’t plan for sudden incapacity, you could find yourself lying in a hospital bed gripped with concern as you contemplate the important things you need someone to know or do. Critical bills could go unpaid; your property, possessions and financial accounts could be at risk; family confusion or conflict can erupt. Even fraud or financial elder abuse can take place.
The truth is, the less you do now, the more you have to worry about later on.
If you plan for incapacity, you can relax knowing the things most important to you are being handled properly and according to your wishes.
How We Help
The best way to protect yourself, if you are
suddenly unable to manage your affairs for
some reason (illness, injury, travel or
simply because you are aging), is to get
Ready to Delegate.
We help you document critical information
and instructions about your affairs which
you can keep private for now and, in an
emergency, give to someone you trust to
handle your affairs for you.
The greatest advantage to being Ready to Delegate is that you can maintain your privacy for now and yet be fully prepared to give the person you trust (your fiduciary) all they need to do a good job for you!
Our Ready to Delegate service is a structured 4-phase approach to help you craft your Fiduciary Plan, the plan you need to ensure the items most important to you are being handled as you wish. We are experts at identifying the information and instructions that will be most useful in protecting your estate. We charge on an hourly basis, meet you in the privacy of your home and sincerely want to help you protect your estate.