Indiana Estate Planning & Elder Law

Friends Of The Firm Friday - CAREByChristie

 

 

 

 

 

 

 

 

 

 

 

CAREbyChristie has been in business since early 2020. The company mission, "Creating a Roadmap for Eldercare" was built by founder, Christie Freeze.

After Christie had served more than 4,000 family caregivers and witnessed the missing link to navigating that role, she realized that she loved connecting resources based on specific situations. 

That's why she offers a do-it-yourself (DIY) Roadmap, The CareGETTER System For Caregiving Success, and the 1:1 Strategy Session to adult children and family caregivers through CAREbyChristie. These services empower families to make the best decisions with their loved ones for preferred outcomes.

Christie's goal is to bridge the gap between caregiving resources and holistic health needs for family caregivers. She isn't bound geographically to help families with these challenges though she primarily serves clients in Indiana.

Learn more about CAREbyChristie at:

www.carebychristie.com

www.facebook.com/CAREbyChristie

www.instagram.com/ShareTheCARE_Show

Podcast (visit your favorite streaming service and search @ShareTheCare)

Next month, Christie will be launching a video course on her CareGETTER System For Caregiving Success. If you want to join the waitlist or get updates via email, send Christie a message at [email protected]

Friends of the Firm Friday - Linda's Daughter

We recently visited with Linda’s Daughter, an Indianapolis-based service offering end-to-end senior moving management and aging-in-place services.

Linda’s Daughter takes an empathetic approach while working with seniors.  Understanding the client’s goals and fears is their top priority. Once the client's goals are known, the team at Linda's Daughter works to exceed expectations.

Individual team members intentionally work with the clients to preserve, sometimes in new ways, the memories they have made over a lifetime.  

Senior move management starts by collaborating with clients to plan out a new space - be it a modification to where they currently live or a complete move. Clients have found envisioning a new space to help eliminate stressors around rearranging furniture or downsizing items.

Typically, the senior move management service begins with a home visit from an occupational therapist (OT). The OT will give expert advice on what modifications will need to be made for the client to be safe and suitable going forward.  From there, the team at Linda's Daughter will propose a complete project plan which includes the OT's recommendations. Once the plan is approved by the client, the team at Linda's Daughter will:

• Begin the search for qualified contractors;
• Manage contractor quotes; 
• Oversee the work being done;
• Declutter the space;
• Rearrange furniture.

Items not being moved will get sorted into groups:

• Sell;
• Give away (to charity or family);
• Preserve;
• Trash.

The team at Linda's Daughter will then sell designated items, make item donations, manage the physical move (or rearranging), and conduct any final cleaning. Most importantly, they get the client settled into their new or new-to-them home. From making the bed, hanging photos, stocking the fridge and more - aging in place services are wide-ranging and vary from client to client. 

Linda's Daughter serves clients throughout the metro Indianapolis area, Marion County, and surrounding Central Indiana counties.  They are a member of National Association of Senior Move Managers (NASMM), thus giving them a great network of senior move managers throughout the country for interstate moves. 

Linda’s Daughter can be contacted by calling 317-999-9787 or my emailing [email protected].  

Written by: Lisa Burris

Use Family Meetings As A Forum For Estate Planning- Especially with the holidays approaching!

A productive family meeting can have a profound impact not only on the individual family members who attend, but also on all those they interact with afterwards.

Communication is key when it comes to estate planning. In fact, the entirety of an estate plan – from the advance health directives covering your end-of-life decisions down to the distribution of your assets – is all about communication. However, not all decisions are easily and clearly communicated in writing. What you may need is a “family meeting.”

If the term “family meeting” conjures little more than memories of classic TV shows, (e.g., the “Brady Bunch”), then you are not alone.

As addressed in a recent article on WealthManagement.com titled “Family Meetings Come of Age,” the family meeting can be a very useful forum for estate planning. A family meeting, whatever that may mean for you and your loved ones, represents a conscious act to come together and openly communicate.

All families are different, too. The family meeting for one family may be more of a means to relay information, while for another family there may be more collaboration on the planning itself.

In the end, as long as there is something to communicate, there is value to the family meeting. As the original article notes, it is really up to you and your loved ones to shape the event together.

While your family and friends are in town (possibly after that family meeting), our office is presenting an Estate Planning workshop on the Saturday after Thanksgiving. Spend Friday shopping for your family and spend Saturday morning with us learning how to protect your family. For more details, please visit our website: http://www.hunterlawoffice.net/Estate-Planning-workshops.php or call us at (317) 863-2030.

Reference: WealthManagement.com (November 7, 2013) “Family Meetings Come of Age”