Overview Video

Financial & Legacy Planning for Families

Don’t wait for a health crisis to push you into action. Facing an emergency without a plan adds stress to an already challenging situation, leaving critical decisions to be made on the spot—and worse, placing that burden on your family. Healthcare costs, especially for long-term care are avoidable through strategic planning with the help of an Elder Law attorney. This course will help you understand what can be done to save money and NOT lose everything at the end of your life.

$149 For Peace of Mind. Don’t wait.

Disclaimer: Genera Legacy Design provides Advance Care Planning and Financial Strategy Coaching Services only and does NOT offer any form of legal advice. We strongly recommend that all clients consult with qualified Elder Law or Estate Planning attorneys to thoroughly review any advance care planning directives and documents created through our courses. Additionally, all financial strategies discussed in Genera Legacy Design courses must be implemented by attorneys specializing in Elder Law and Medicaid planning to ensure compliance and accuracy.

What’s Included in This Course:

  • Deep Understanding

    A comprehensive understanding of advance directives and why you need, at minimum, a living will and a last will and testament. If you are taking this course to help a parent or a friend, you will have all you need to help them complete the necessary steps.

  • Financial Strategic Planning

    This is NOT legal advice, but this course will help you understand your options so when you talk with an Elder Law attorney, you will know what questions to ask, which will save you time and money.

  • Difficult Conversations

    How to engage in difficult conversations with your loved ones and your physician. If you are taking this course for someone else, this course will walk you through everything you need to know to help them establish a meaningful plan. Includes 75 Page Advance Care Guide.

  • Complete a Living Will

    We walk you through the entire process of setting up a Living Will that ensures your healthcare wishes are established, and a qualified and committed healthcare proxy is chosen to ensure your desires are followed if you cannot.

  • Complete a Last Will and Testament

    We walk you through the entire process of setting up a legally enforceable Last Will and Testament so you can make the best decisions for you and your family.

  • Personal Information Tracker

    You will also receive a Personal Information Notebook to keep all of your personal information in one place, making it much easier for your representatives to access your accounts, etc.

  • Buy One Course for Your Immediate Family

    Once you purchase this course, your entire immediate family may use the materials. For example, husband and wife and children may use this coaching course.

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✺ Frequently asked questions ✺

  • You do not need a lawyer to complete your Living Will, powers of attorney and Last Will and Testament. You can create these legally enforceable documents on your own; however, we recommend you have an Elder Law or Estate Planning attorney review your documents. Genera does not offer legal advice, only coaching.

  • You do not need to file your Last Will and Testament until after you pass away. After you die, your executor will present your Last Will and Testament to the probate court to finalize your estate.

  • If you don’t set anything up, state law will decide what happens with your assets and your minor children. You will not have any control over any of these things and your family may be left with more uncertainty and stress.

  • Yes, you need to speak with an Elder Law attorney to set up the strategies Nick discusses in this course. Going through this course will help you understand your options and will save you time and money as you prepare to speak with an Elder Law attorney specializing in Medicaid.

  • Yes. You can change your Will at any time. You simply complete a new one. A probate court will enforce the most recent Will. Just make sure your chosen executor has access to it and can present it to the probate court.

  • If you don’t prepare your finances with an Elder Law attorney and you need long-term care, which is covered by Medicaid, you will be required to spend down your assets until you qualify for Medicaid. Strategizing with an Elder Law attorney can protect a significant amount of your assets so you will qualify for Medicaid without having to spend down everything you would rather give to your family.