What if you got the bitter surprise that you were written out of the will?

Be Heard, Estate Planning, Life Goes on Roadmap No Comments

What if you found out you were written out of the will after your last surviving parent died?

Can you imagine the betrayal, the hurt, and the surprise?

It could be enough to derail any sibling relationship or create rifts in the family that could last for generations to come.

This is just one of the stories Senior Care Home Owner and Life Transition Advisor Annette Pang shared during this interview.

Click on the image or this link to tune into this conversation.

When you do, you’ll:

  • Learn the bitter consequences that can unfold in families when important conversations about care go unspoken;
  • Hear real and riveting stories from the elder care trenches to get you thinking differently about the future you want for yourself and your loved ones; and
  • Discover a new way to start conversations across the generations before challenges become hardships to save drama, trauma and chaos and welcome peace, calm, and presence to deal with life united as a family.

If you haven’t yet started the process of getting your act together, here’s my advice.

Buy Life Goes on Roadmap™ right now. Then, commit to completing the three most important sections that would give you or your family the biggest run for the money in case something strange or random should happen to you.

At the very least, make sure your beneficiary designations are up to date so there are no surprises later.

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What if you don’t want grandma’s dining room table?

Be Heard, Courage, Estate Planning, Life Goes on Roadmap No Comments

A senior care center owner and I were talking the other day. Annette Pang has worked closely with adult children and their parents and extended families for years. I asked what kinds of conflicts come up, and I got an ear-full.

> Who gets to decide if mom gets a new recliner or a new bed?

> Who gets grandma’s dining room table?

> Who disposes of dad’s ashes?

> Did he want to be cremated in the first place?

> How will we divide the family trust?

> What did mom or dad really want at end of life?

> Extraordinary measures or palliative care?

She told me that these kinds of things have caused huge rifts in families that have taken hours or years of coaching and support after the fact to attempt to heal.

Having served as a life transition coach for families who are in the aftermath of the grief that is their reality when these things are not discussed, Annette is the first to say that this is not easy work for any of the parties involved.

When I asked what the alternative would be, she said to talk these things through ahead of time.

It would be far less expensive and save everyone costly emotional heartache.

Amen Annette.
_____________________

Maybe talking through things like this isn’t on your priority list in this moment.

I get it.

And when I think about the consequences of not doing it, that shifts my perspective.

Making the choice to move a family member into a senior care home means that the family is going to have to pow-wow about whether mom or dad or grandma can afford it in the first place.

That means having a handle on the bills that need to be paid, the resources available to meet those obligations, and so much more.

Kids don’t look forward to talking to their parents about this kind of stuff.

Parents may be reluctant to share.

Still, these conversations need to start and important information needs to be compiled because life turns on a dime.

Everything is fine and dandy, until it’s not.

That’s just real life.

Life Goes on Roadmap™ is a playful, empowering toolkit that guides you and your family to get your acts together before life hits a bump in the road.

This is more about LIFE than death.

That’s a refreshing take to make starting these conversations even easier.

Here’s one thing I know to be true.

In the end, it’s never about grandma’s dining room table.

It’s about being seen, heard, and understood.

Make sure your wishes are known and you’ve created a roadmap to find everything your family needs, just in case they have to step in on your behalf or keep driving somehow without you.

If this message can serve someone in your life in perfect timing, please share it. Thank you.

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Estate Planning Attorney Kevin J. Copp signs on as the newest Life Goes On Roadmap™ licensee

Estate Planning, Life Goes on Roadmap No Comments

Attorney at Law Kevin J. Copp, Esq. has signed on as the newest Life Goes on Roadmap™ licensee, Nancy Juetten announced today. He is an estate planning attorney serving clients in Kent, Bellevue, Kirkland, and Edmonds, WA.

Life Goes on Roadmap™ is a powerful system for personal financial information and document organization. It offers a way for estate planning attorneys and other professional service providers to help their clients get their ‘life and death ducks in a row’ before any of the Big D’s   — disaster, disability, disease, divorce, or death — hit close to home, Juetten explained.

This collection of proven, practical and empowering tools prepares clients and their families for “What If” moments before they become hardships, while igniting powerful conversations that need to happen before life serves up a bump in the road.

“I’ve been very impressed with the comprehensive, engaging system to support clients in getting their financial documents and information organized. I see Life Goes on Roadmap™ as a value added benefit that can serve my clients in a meaningful way as they complete their practical estate planning at the household management level, Copp said. Copp’s version of Life Goes on Roadmap™ is available for purchase at this link.

About Kevin Copp, Attorney at Law – Kent Probate, Wills and Trusts

Kevin J. Copp grew up in Renton and graduated from Central Washington University with a B.A. in Communications. He obtained his law degree from Seattle University and his LL.M. in Tax from the University of Washington.

For over ten years, his practice has focused exclusively on Estate Planning and Administration, including:

•Preparation of simple and complex wills and trusts.

•Representation of fiduciaries and beneficiaries in all phases of estate and trust administration.

•Representation of individuals in guardianship proceedings.

•Tax preparation of Estate, Trust and Gift returns.

He can be reached at 253 277 1254, by email at kevin@kentprobatelaw.com, or online at www.kentprobatelaw.com. 

About Life Goes on Roadmap™

Created by CFP® Steve Juetten and his wife Nancy Juetten, Life Goes on Roadmap™ is a proven, practical, engaging system for personal financial information organization that professional service providers such as estate planning attorneys and  financial advisors can brand as their own. One of the ways this system sets itself apart is that it transforms getting organized into a game to win instead of an administrative task to put off.  Licensees of Life Goes on Roadmap™ across the nation use this system to add value to their existing services, deepen client relationships, and set themselves apart in the marketplace. Visit www.bit.ly/deeperservice to learn more about using Life Goes on Roadmap™.

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#Estate Planning Attorney

# Kevin J.Copp

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