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FUTURE LEGACY

6203 San Ignacio Ave, Suite 110
San Jose, CA 95119
(See Map)

Tel:
669-205-7130

Fax:
669-205-7180

E-mail:
marika@futurelegacy.com
Circle of Financial Health >> Plan >> Elders

Elders

Your elders, (parents, grandparents, uncles, aunts) pose special problems to you. They could be young(-ish), old, rich, poor, healthy, sick, alone or with large family around them. If you don't want to forget about them you will likely to have a growing problem on your hands. Those could be:


  • Inheritance -- Estate succession questions

    • Do they have an Estate Plan? Is it the right one and current?

    • Are the beneficiaries named correctly? (Is it you or a long deceased brother?) Do you have copies?

    • Who are their Attorney, CPA, Financial Planner? Do you know them?

    • Are the titles to their Real Estate, investments, retirement plans in order?


  • Elder care – health issues

    • What is the plan for diminished capacity?

    • Do they have Long Term Care Insurance? What kind?

    • Medicare, Medicaid, Prescription drug coverage?


  • Income flow

    • Social Security?

    • Pension?

    • Investments?

    • Government support?

One of the greatest concern older people have is to live out their life in dignity. They don't want to be a burden on you, they prefer to remain self sufficient as long as possible and pass down their remaining wealth in the most efficient manner. We never forget this when we deal with elder issues.

Remember the saying: "An ounce of prevention is worth a pound of cure"

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are required to limit access of the following pages to individuals residing in California, Nevada, New York and Michigan, where we are currently registered.

Investment Advisory Services offered through IAR’s of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.

Cambridge and Future Legacy are not affiliated. California Ins. Lic.: OCO4138

While the tax and legal guidance provided is based on our understanding of current laws, the information is not intended as tax or legal advice and should not be relied upon as such. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.



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