Legal Matters

Protecting your rights, wishes, and legacy as you age

Key Legal Documents

Having the right legal documents in place ensures your wishes are respected and your interests are protected.

Wills & Trusts

Specify how your assets will be distributed and who will manage your estate. Trusts can also help avoid probate and provide for loved ones.

Powers of Attorney

Designate someone you trust to make financial or healthcare decisions on your behalf if you become unable to do so.

Advance Directives

Document your preferences for medical care, including end-of-life decisions, to guide your loved ones and healthcare providers.

Guardianship

Appoint a guardian to manage your affairs if you are unable to do so. Understand the process and implications of guardianship arrangements.

Beneficiary Designations

Keep beneficiary information up to date on insurance policies, retirement accounts, and other assets to ensure your wishes are honored.

Legal Planning Tips

Proactive legal planning provides peace of mind for you and your loved ones.

Legal Matters Tips

  • Review and update documents regularly
  • Consult with an elder law attorney or legal professional
  • Communicate your wishes with family and trusted individuals
  • Store documents in a safe, accessible place
  • Understand your rights and available resources

Protection

Legal documents protect your assets, health, and personal wishes from disputes or misunderstandings.

Empowerment

Taking charge of your legal affairs gives you control and confidence in your future.

Legacy

Thoughtful planning ensures your legacy is preserved and your loved ones are cared for according to your wishes.

Remember: Plan Ahead

Legal matters are an important part of aging well. Take time to plan, seek guidance, and ensure your wishes are documented and respected.