Life Event Guide: Health Concerns

Published: Apr 19, 2019
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Doctor and patient health exam

Introduction

Whether it's yourself or a family member, dealing with a major surgery or a serious illness can be scary and stressful. You want to focus on getting better and staying positive, not worrying about bills and paperwork.

Use this guide to make the most out of your LifePlan benefit and get some help from professionals to put your mind at ease.

Talk with a financial advisor Piggy bank, icon

What can I do to offset the financial impact of my loved one's health care?

How should I adjust my retirement goals and savings strategies in light of unexpected health care costs?

What is the most cost effective way to finance increased medical costs?

Schedule a financial advice session.

Talk with an attorney* Legal court building, icon

Create or update your will or trust to make sure your executor or trustee is correct and designate or update your beneficiaries.

Create or update your living will (i.e. advance healthcare directive) to set out your wishes for end of life care.

Create or update your power of attorney to ensure you have the correct person making financial and legal decisions on your behalf.

Schedule a legal advice session.

Create or update your estate planning Stack of estate plan documents, icondocuments 

Create or update your will or trust to make sure your executor or trustee is correct and designate or update your beneficiaries.

Create or update your living will (i.e. advance healthcare directive) to set out your wishes for end of life care.

Create or update your power of attorney to ensure you have the correct person making financial and legal decisions on your behalf.

View estate planning documents.

Talk with a tax professional* Tax paperwork, icon

What are the tax considerations associated with illness?

I would like to discuss income tax planning with my increased medical expenses.

How might my family member's illness impact our tax returns?

What are the benefits of a tax savings account?

Can I deduct my health insurance costs?

Schedule a tax advice session.

Talk to an insurance professional * An umbrella, icon

What are long-term care coverage options and can you help me compare rates?

What are the coverage options for my parents or other loved ones dealing with health issues?

Schedule an insurance advice session.

 

Need help?

(888) 556-0888 Mon-Fri 7am-7pm CT

lifeplan@legalzoom.com

Se habla español

 

*DISCLAIMER: Legal advice is provided by an independent network of attorneys. Tax advice is provided by 1-800Accountant, insurance advice is provided by Mylo, our trusted service partners.