Elder Law & Estate Planning Series, Part 1: Why Do I Need To Look Into Estate Planning NOW?


Author: Jonathan Marsh

Join us for today's episode of Home Helpers Water Cooler Chat where local expert and elder law attorney, Michelangelo Mortellaro of Mortellaro Law, discusses why estate planning is critical.

This is part 1 of a 3-part video series answering frequently asked questions of our audience about elder law and estate planning. Thank you, Michelangelo Mortellaro, for assisting us in providing helpful information to our community, especially seniors.

#SeniorCare #EstatePlanning #ElderLaw

To learn more about Mortellaro Law or to schedule a free consultation, please visit their website at https://www.mortellarolaw.com/ or call (813) 367-1500 to speak to an associate. You can also find them on Facebook at https://www.facebook.com/mortellarolaw.

Transcript:

[Jonathan] Have you ever considered what should happen to your assets when you pass away, or how you would pay for long-term care as you get older? If not, well, you should. On today's episode of Home Helpers' Water Cooler Chat, I have with me attorney and local expert, Michelangelo Mortellaro of Mortellaro Law to discuss estate planning and why it is necessary. Let's go. Thank you so much for joining us today. Michelangelo, how are you doing today?

[Michelangelo] I'm great, thank you so much for the opportunity, I appreciate being here.

[Jonathan] I appreciate you, man. So the first question I have is why is estate planning so often overlooked, but necessary regardless of a person's net worth?

[Michelangelo] Well, it's a topic that people don't like to talk about, "What happens if I get sick? What happens if I need a nursing home? What happens when I pass away? And how are my assets, whatever I have, large or small amount, how are they going to be divvied up between those folks that I care about?" And so, it's not a fun topic, it's kind of like hospice, no one wants to talk about it, but they certainly appreciate the services, and so, people tend to procrastinate, and procrastination is the death of all estate planning, and really, all efficiency. So people put it off to when they think like, "Well, I'll do it when I get old." And that's always a moving target, as we get old, we define old as somewhere further down the road, and so, a lot of people end up getting sick or passing away without ever having taken their head out of the sand and decided to make those decisions and make the plan.

[Jonathan] I think you've shared some great information with us today, Michelangelo, and I think it's going to help our audience to make better decisions and to make a determination if they can use elder law or estate planning services, and even your services. And so, is there anything else you wanted to add before we go today?

[Michelangelo] Yeah, that'd be great. If anybody has questions, our consultations are always free, so it's a great educational opportunity. You can find us online at mortellarolaw.com or on Facebook, or our office number is 367-1500.

[Jonathan] I'll go ahead and add that information in the comments, so they'll see that, so thank you again.

[Michelangelo] Thank you.

[Jonathan] Thank you again. And thank you once again to all viewers for joining us today. See you next time on the next episode of Home Helpers' Water Cooler Chat. See you guys.

HOME HELPERS OF BRADENTON

Home Helpers of Bradenton is one of the region's leading home care franchises specializing in comprehensive services for seniors. Home Helpers' sole mission is to make life easier for clients and their families. Based in Bradenton, Florida, the company serves all of Manatee County, including the communities of Anna Maria, Bradenton, Bradenton Beach, Ellenton, Holmes Beach, Lakewood Ranch, Longboat Key, Palmetto, and Parrish. For more information or to request a free in-home care assessment, contact our office at (941) 499-5946 or visit our website atwww.homehelpershomecare.com/bradenton

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