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Get This List Done!

Posted on: March 17th, 2014

By: Dahlia Robinson - Ocken, Esq.

Here is a good list of action items to get your affairs in order:

1. Set goals;
2. Plan your estate;
3. Check your credit;
4. See where your money is going;
5. See where you can cut back;
6. Make sure you have the right amount of insurance;
7. Pay down bad debt;
8. Consider saving for education;

We never know when we might need estate planning documents, and for more people this item is easy to procrastinate, so the best idea is to take care of it right away. 

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Philadelphia area Estate Planning and Elder Law attorneys Dahlia Robinson-Ocken offers creative planning in the areas of estate planning, elder law planning, wills, revocable living trusts, long-term care asset protection planning, powers of attorney, medical powers of attorney, guardianships, irrevocable trusts, living wills, estate, probate and trust administration, probate avoidance, asset protection and planning for physicians, tax planning, lawsuit protection planning (including professional malpractice lawsuit protection planning), planning for minor children, faith-based planning, Medicaid planning, Veterans benefits planning and resources, charitable planning and gifting, special needs and disability planning, estate tax planning, business law and succession planning, and Medicaid applications and long-term care crisis planning. Dahlia serves the entire southeastern Pennsylvania and southern and central New Jersey region, including Philadelphia, Montgomery County, Delaware County, Bucks County, Chester County, King of Prussia, Springfield, and Conshohocken in Pennsylvania, as well as Camden County, Gloucester County, Burlington County, and Mercer County in New Jersey.

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