March 2025 Newsletter
Legal Lines News
Estate Planning and Elder Law
March 2025
Spring Cleaning: Lists You Need to Get Your Affairs in Order
The Federal Reserve tracks household net worth as an indicator of the overall health of the US economy and to gain a long-term perspective that influences future monetary decisions. You should track your net worth for similar reasons. Read more to learn about creating an inventory of your assets (everything you own) and keeping it updated so that it can be measured, analyzed, and readjusted to keep your financial and estate planning goals on track.
Who Is Part of Your Professional Team?
To-do lists, grocery lists, bucket lists . . . the list goes on. However, there is one crucial list that often gets overlooked: the list of trusted professionals and decision-makers who can step in for you during a time of need. Read more to learn about how this simple yet powerful tool can help you, your professional team, and your loved ones be better prepared for future scenarios and more smoothly navigate challenging times.
Ensure That Your Loved Ones Call the Right Doctor
The greater focus on health and wellness stands in stark contrast to our lack of advance healthcare planning. While some Americans are diligently counting their steps, watching what they eat, and trying to live longer, healthier lives, many have failed to plan adequately for their future healthcare and what could happen in a medical emergency. Read more to learn about one basic list that can help address this shortcoming.
Personal Note from Susana
We’re offering free, informative webinars on essential legal topics to help you navigate important life decisions. Don’t miss out on expert guidance on:
- Estate Planning: Protect your assets and ensure your wishes are honored.
- Probate: Understand the process and how to manage your loved one’s estate.
- Medicaid: Learn how to qualify and navigate Medicaid planning.
Visit our Events Tab to sign up for these valuable webinars and stay informed!
Register today and empower yourself with the knowledge you need!
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