Call for an Appointment

(800) 667-5291

Senior Couple At Home, Man In Wheelchair

A new movement is making headway with seniors today. Record numbers of Baby Boomers are participating in triathlons, traveling the globe, starting their own companies from scratch, creating new social circles and in general being much more active than their own parents and grandparents. But that’s not all these seniors are doing. The Demand Institute surveyed over 4000 Baby Boomer households (50-69 year olds), and found an interesting pattern emerging.

Seniors are shifting away from the stereotype of downsizing to a condo in Florida or heading into retirement communities; they are instead moving towards “aging in place”. Today’s seniors are planning to stay in their own homes much longer, or even by newer, larger homes as they age.

With this new trend comes new ways to look at retirement, estate planning, elder care, and guardianship. You can stay independent as you grow older! But part of embracing independence is planning ahead.

Regardless of whether you plan to stay in the same home you’ve owned for 30 years, buy a brand new one, or move to a retirement community, it’s a great idea to properly prepare your estate.

When you create an estate plan, you’ll name your professional advisers, children, beneficiaries and fiduciaries, as well as your assets, liabilities (debts) and income. Taking the time to put all of this information into a legal and accurate document will help your loved ones follow your plan after your passing. Your family won’t be left guessing what your plans were for your possessions – or your funeral!

But estate planning can encapsulate so much more than just assigning assets to certain people. An estate plan can also include health and medical directives, including what should happen if you’re injured, enter a coma, or if your mental faculties begin to deteriorate. You can still be in charge of what happens to not only your things, but you!

It’s easy to plan ahead and put your information together with the help from your local estate planning attorney. And when you visit Shawn for your estate planning needs, you’ll get the added bonus of keeping all your information up to date each year with his personalized Infinite Legacy℠ Program.

If you haven’t already created a will or trust, or if you need your old document updated, feel free to call our West Michigan offices at 616-777-5291, or Contact Us here. We’d love to help you continue to keep and enjoy your independence, no matter your age.

Events

There are no upcoming events at this time.

Newsletters

Blogs

Step-Family Estate Planning

Double the In-laws, Double the Fun; An Introduction to the Art of Step-Family Estate Planning I've been the proud patriarch of a step-family for over seven years.  I would not have spent the last 85 months any other way, but it is amazing how fast these 371 weeks have...

read more

Do You Need a Probate Lawyer?

West Michigan probate lawyers have a pretty complex job to do, and it can be even more difficult because of the fact that many people don’t really even know what the probate process is.  This isn’t all that surprising, as by the time a person needs probate, it’s...

read more

Grandville: 3083 Washington Ave SW, Ste. A Grandville, MI 49418 | View Map >
P: (616) 777-5291

Grand Rapids: 625 Kenmoor Ave, Ste 301, Grand Rapids, MI 49546 | View Map >
P: (616) 777-5291

Muskegon: 800 East Ellis Road, #511 Muskegon, MI 49441 | View Map >
P: (231) 683-1000

Contact US