Conversations About Planning for Incapacity or Death


Any conversation about planning for incapacitation or death is uncomfortable for many people, especially if you are having the discussion with your parents. It is important to remember however, that this discussion while uncomfortable will spare you additional stress and pain when you and your family are going through a crisis.

Some of the most important reasons for older individuals to address these concerns ahead of these possibilities are items such as remaining in control of your choices (including medical decisions), protecting assets and paying for expenses, and avoiding court intervention. Each one of these reasons boils down to one big reason to plan ahead – avoiding placing your loved ones in a difficult situation as they are dealing with the loss of you, their loved one.

Informing your loved one of your plans, creating a line of communication and knowledge will set everyone at ease. A helpful suggestion is to create a binder or file that contains a list of insurance, wills, medical directives, etc. that a loved one would be able to quickly find in order to take care of your affairs. Additionally, we would be happy to assist you by facilitating a meeting with your loved one to review your wishes and be a source of support for them should the need arise.

End of Life and Incompetency Planning    Estate Planning
Teaching Your Kids About Money
Economic Impact Payments


No comments made yet. Be the first to submit a comment
Already Registered? Login Here
Sunday, 07 March 2021

By accepting you will be accessing a service provided by a third-party external to https://www.attentiveinv.com/

Due to renewed State orders for shelter-in-place we will be modifying our office operations. We will be suspending services at our physical office for the public. However, we are available to you via web meeting (zoom), email and telephone (Phone lines have been forwarded to our personal cell phones) during regular business hours. We will be able to fully service all your investment needs with no interruption.

You may drop contribution checks at our office through the mail slot or they may be mailed directly to TD Ameritrade (address listed below). Please be sure to notate your account number on the check.

TD Ameritrade
PO BOX 650567
Dallas, TX 75265-0567

Rest assured that we will continue to monitor your investments and market conditions on an ongoing basis with no interruption. Should you have any questions or concerns please feel free to contact us.

We will navigate this crisis as best we can, coming together and making shared sacrifices. We hope that we can help to slow down the effect of this virus together and solve this swiftly. We also wish everyone well and would like to extend our gratitude for your patience during these trying times. Continue to watch for updates from us.