LPA Roadmap
The home decision changes three times as a parent moves through care. Most families do not get to plan for it until the options have already run out.
While a parent is still independent, every option is open, and there is time to plan. This is the most valuable moment in the journey, and the one families most often miss. We help the family get a clear picture and get organized while time is still on their side.
Once daily support is needed, the decision about the home becomes real, and every path carries consequences for taxes, benefits, and the family's future. We help the family understand their options and bring in the attorney, CPA, and financial advisor before anything is settled.
We do not give legal, tax, or financial advice. Whether any path is the right move is a question for the family's CPA and estate attorney.
When a family still owns the home after a parent passes, the question of what to do with it can create real conflict, the kind that stalls a trust from closing and delays how funds reach the people waiting for them. We help families understand their options here and work alongside the attorney and CPA already handling the estate. This is also the stage where the belongings stall a family for months, and we bring in the people who handle the clearing.
The Home Decision
Three things to help you get your footing. The roadmap of the whole journey, a video that walks you through it, and an article on where families get lost.
Care & Costs · From the web
Andrew Devlin and James Trenton Davis on a $120,000-a-year care decision, a family home sold under pressure, and the gap between siloed professional advice that costs families dearly.
Read at Santa Cruz Works →These articles and videos are for general education. They are not legal, tax, or financial advice.
A short, free conversation is the best way to find out.
