Although we are living longer and healthier lives than ever before, the reality is that at some point our age does catch up with us and we need to be prepared for that eventuality. Being proactive and having a plan in place can save much anxiety in the future, not only for the person who is aging but also for their loved ones.
Building and implementing the aging plan is so much more than paperwork alone. More often than not, the road to having a great plan in place for aging is filled with potholes, detours and obstacles.
What forms do you need to have in place? How do you manage your financial plan? What about transference of intergenerational wealth? What is your tax strategy? Where will you live? How will your care be managed, especially as you require more and more support? The answers to these and many other questions often even evade professionals.
At NEXsteps, se have many years experience navigating the aging process. We know that taking action is a very emotional experience and understand that each person’s situation is unique! Family dynamics, current age and health, financial circumstances, etc., all play a role in determining the best plan of action and nothing can prepare you for all the random obstacles and difficulties that can, and often do, present themselves.
Take the first step towards securing a confident and purposeful future with NEXsteps and our 90 minute consultation!