Tuesday, February 14, 2012

Change and Balance

Ann has new needs after her permanently disabling stroke, and that means many changes, some day to day, some long term.  These changes are not only for Ann.  Her whole family is working to re-balance their relationships. 

Ann plans to make her temporary rehabilitation stay at her daughter Letty’s house permanent and sell her house in order to meet her new needs.  Letty and her family will be impacted daily, up close and personal, especially since Ann wants an addition on their house.

Ann’s son Manny may not be facing such obvious day to day changes as Letty, but he is impacted too.  Ann needs his help getting her house ready to sell and desperately does not want Manny to feel less important to her just because she will live with Letty.  She still needs her son, his perspective, calls, visits, good sense, and love. 

Ann does not want her addition to Letty’s house make Manny feel unnecessary to her or short changed.  Ann wants both of her children to understand why Letty’s ‘gain’ is not Manny’s ‘loss.’ 

Ann needs more now from both her children than she’d hoped.  And what she needs from each one is different with different costs and benefits.  Ann realizes that this stroke means there will less for both of her children to inherit after her death.  She wants to keep it fair.  And she wants them to understand.

That means changing her estate plan and resetting expectations.  If you have adjustments to make, understand, and explain in your own estate plan, call our office at (815) 436-1996 to meet together and learn about your options.  ©2012 Gruber Law Office, Ltd.


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