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Next Step Taking Inventory Establishing Appropriate Legal Instruments

The Next Step: Taking Inventory and Establishing the Appropriate Legal Instruments

Having the proper legal instruments in place is crucial to ensuring that a client’s desires and needs are met. It is an important part of the nursing home planning process that cannot be skipped or rushed. Some families want to avoid discussing some issues and topics related to end-of-life decisions; however, this uncomfortable discussion is a must in order to protect the client. Furthermore, life is uncertain. All considerations must be discussed and decided including the possibility of a prolonged unconsciousness or unexpected death. Advance planning is the key to managing these crises when they happen.

Addressing issues dealing with the healthcare power of attorney, life-sustaining medical treatment, and settling the probate estate are all topics that must be discussed during nursing home planning. Each legal instrument we use will have a profound impact on whenever the client’s goals are met and the client’s wishes and desires are honored in the event of incapacitation or death.

Determining Resources, Income & Expenses

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Read Through Five-Star Client Stories
    "Made It Easy to Understand"
    George Lovett made our estate planning easy to understand and informative. He used our personal information to create a plan that was tailor-made to us.
    - Pamela O.
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    My wife and I attended one of Mr Lovett’s seminars. Impressed with the information, we made an appointment that evening. He was the right choice for us.
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    They made it easy to update our estate planning needs. All our questions were answered in easy to understand language and we didn't feel overwhelmed.
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    George Lovett has helped my family tremendously.  He always explained our options and took care of us with the utmost professionalism.
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    he Estate Trust planning was easy to do with the Lovett & House. George H. Lovett and William H. House were very knowledgeable and helpful.
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    I felt comfortable when I walked in the door and no longer felt uneasy about being there. Elizabeth made sure I understood all the documents.
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    Mr. Lovett and his staff were extremely helpful in planning a trust for my special needs daughter. He explained the process in a way that I understood.
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    Bill was very friendly, knowledgeable, and kind. He made Estate Planning fun, fast and easy. We both feel relief to know our wishes are spelled out and our assets are protected!
    - Sherry C.