eBook – $25, Printed Book $50

Easy to read chapters on the different topics relating to end-of-life planning. The end of each chapter lists the documents and actions needed to create a full aging plan. Topic Highlights: Funeral Planning Guide, Housing Options, Caregiving Options, Solo Seniors, Veterans 

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Need a place to store your documents in an easy to manage filing system. The legacy box consists of 20+ compartments to save the documents listed in Last Life Lesson. Helpful worksheets provided to help with organizing important phone numbers and care planning. The first half of the box is for planning documents and the second half is for your Executor or Trustee to use to close out your estate. Great savings for $100.  

Consultation provided where we review the documents you need for your personal situation. Approximately one hour for $195.  

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With this package, you gain an expert in advanced planning to access requirements for legal, financial, funeral planning. We provide recommendations based on your existing income for housing and care requirements. This process can take between six to eight months to complete and cost $1500. We help you gather the documents, and fill them out properly, so your loved ones know your wishes. We are here to journey with you to make the right decisions for you and as you share your wishes with your loved ones.

Caregiving is one of the most challenging parts of aging as it can change from day to day. Finding someone you know and trust to be a caregiver is a major decision. Making this in a decision before its needed can be one of the most impactful decisions you can make.

The following Aging Concierge services will be provided:

*Overall management of caregivers, schedules and aligns with your aging plan

*Personal Care certification and ongoing training (in development)

*Record keeping of care given and income for caregiver

 *Advocate, advice, and referrals

 *Healthcare Agent resource

 *Executor/Trustee assistance

 *Early intervention of suspected mistreatment or neglect

 *Well check sensor (currently in development)

 *Mediation services

This plan is ideal for families who are in the ‘forgotten middle’ and those who want to “age in place”. This solution allows older adults to remain in the driver’s seat and pay their loved ones for their care and support. Solo Seniors benefit from this service to keep their caregivers accountable. Family members who leave their jobs to provide care, this solution provides them an income and potentially benefits. Financial legacies are passed on when older adults are alive rather than only after the closure of their estate.

For the family with significant assets. Cost varies on estate.

This concept involves turning your personal estate into a business entity. To create this as a solution, families will need to have professional guidance from their attorney, financial planner, and tax professional to make sure the business is structured appropriately for local and state guidelines and laws. All businesses require regular meetings, for which Our Family Encounter Aging Concierge will coordinate.  

As with all businesses, this structure requires each officer to have a specified role to fulfill. The originator of the Family Caregiving Limited Liability Corp (FCLLC) will be the Managing Partner and always have final say unless there is a medical and legal determination of incapacity. The advantage of an FCLLC is that decisions can be made daily rather than relying on the details of a will or trust, which is effective the day the document is signed. Our Family Encounter Aging Concierge will oversee the meetings. We will be a silent advisor to the other officers but will require an accounting of care and services provided like the Family Caregiving Agreement (FCA) and record of care. Our Family Encounter will also assist the family and advisors to make sure all legal, tax and payroll issues are managed. 

This is a formal solution for families with more significant wealth and assets. Our Family Encounter Aging Concierge support will remain intact through the closure of probate or the trust. 

At the end of this process, Our Family Encounter provides the following Aging concierge services: 

• Receive all services available from the FCA
• Creation, maintenance, and closure of the business 

• Lead regular family meetings 
• Verify business recordkeeping and taxes are maintained and filed  
• Officers receive wages and benefits  

The FCLLC is a hybrid of a Family Limited Partnership offered to for high wealth families with properties and businesses and the family caregiving agreement. This process requires self-funding your own business with assets, properties, and savings as collateral. Legal guidance will provide guidance to avoid probate and might be tax advantaged. Having the right advisors to make this happen and to provide cost-benefit analysis is crucial. As this process requires time to put into place, we suggest having this conversation with guidance from a third party, such as Our Family Encounter, to coordinate and oversee the process.