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Empowering People to Create

Estate and Long Term Care Plans

Empowering People to Create Estate and Long Term Care Plans

San Diego Planning Partnership

(a 501(c)3 non-profit corporation)

We all want to maintain control and independence as we age. With the right information, planning for the future is less complicated.

  • Are you an adult who now has an “empty nest” and needs to plan for what’s next?
  • Are you a caregiver for a loved one with special needs?
  • Do you always agree with your siblings’ financial decisions?
  • Do you have a strong support system in place?
  • What does it take to be a successor trustee?
  • Do you have a trust? If so, when is the last time you reviewed it?
  • Who do you want to make your health care decisions if you cannot speak for yourself?
  • Do they know what you want? Do they have the legal right to assist you?
  • Have you recently lost a spouse and are unsure of how to manage your trust?
  • Do you know what needs to be done when a loved one dies?

These are just a few of the big questions that prompt a need for planning for your future – regardless of your age.

San Diego Planning Partnership is committed to educating the community on estate planning and long term care options. Our free workshops are led by professional volunteers and representatives of trusted nonprofit organizations. Tap into their expertise. Understand your options and get the tools to take control of your future. Unlike other “free seminars,” this is not a sales pitch. There will be no free lunch, just the facts for you to apply to your unique situation.

San Diego

Planning Partnership

(a 501(c)3 non-profit corporation)

We all want to maintain control and independence as we age. With the right information, planning for the future is less complicated.

  • Are you an adult who now has an “empty nest” and needs to plan for what’s next?
  • Are you a caregiver for a loved one with special needs?
  • Do you always agree with your siblings’ financial decisions?
  • Do you have a strong support system in place?
  • What does it take to be a successor trustee?
  • Do you have a trust? If so, when is the last time you reviewed it?
  • Who do you want to make your health care decisions if you cannot speak for yourself?
  • Do they know what you want? Do they have the legal right to assist you?
  • Have you recently lost a spouse and are unsure of how to manage your trust?
  • Do you know what needs to be done when a loved one dies?

These are just a few of the big questions that prompt a need for planning for your future – regardless of your age.

San Diego Planning Partnership is committed to educating the community on estate planning and long term care options. Our free workshops are led by professional volunteers and representatives of trusted nonprofit organizations. Tap into their expertise. Understand your options and get the tools to take control of your future. Unlike other “free seminars,” this is not a sales pitch. There will be no free lunch, just the facts for you to apply to your unique situation.

Removing the Mystery: We’re here to give you unbiased information and share our expertise. Our mission is to educate the community on estate planning and long term care regardless of economic resources. We believe that if you understand your options you can make better decisions about your future.

Removing the Mystery: 
We’re here to give you unbiased information and share our expertise. Our mission is to educate the community on estate planning and long term care regardless of economic resources. We believe that if you understand your options you can make better decisions about your future.

Our Workshops

2019 Workshop Dates

To Be Announced Soon!

The San Diego Planning Partnership is Possible Thanks to Our Sponsors.

We are privileged to partner with several powerful community-oriented organizations.

Estate Planning and Long Term Care Class

 

Estate and Long Term Care Planning involves planning for how an individual's assets will be managed, preserved, and in time, distributed. This could include how to plan around an individual's properties and financial obligations in the event s/he becomes incapacitated. Whether you have support or need information to do it on your own it is essential to create an estate plan.

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