Having A Proper Plan Before A Health Scare

January 5, 2021

Have you ever been involved in a health scare? It could’ve been a friend, or a loved one, or even yourself. Do you remember what it was like? Perhaps how concerned you were for their health? You and other start asking questions. What if he or she doesn’t pull through? Are they receiving the right care? What might need to change if they do pull through? What are their wishes? Are their wishes documented, and will they be respected? Where are these documents? Who’s legally in charge, and who’s really in charge? 

If he or she survives the episode, why do we need to wait until we have an emergency to plan? We all know as people that we are likely to go through this experience. And yet, most of us would rather not talk about it, and therefore might not receive the treatment that we desire. And it leaves loved ones without direction. And in turn, that might lead to unnecessary arguments, especially when we’re in such an emotional state.

Frankly, even those that have done estate planning may not have provided their true wishes and concerns to their loved ones. They haven’t articulated what’s inside of those documents and other issues those documents may not cover. It really comes down to having the proper planning and the proper conversations. At Mariner Wealth Advisors, we understand the stress these predicaments can cause and the consequences of not having a plan that’s communicated effectively and early. To learn more about what we can do for families, please visit our website or contact us directly.

This video is limited to the dissemination of general information and is not intended to be legal or investment advice. Nothing herein should be relied upon as such. The views expressed are for informational purposes only and do not take into account any individual personal, financial, or tax considerations. There is no guarantee that any claims made will come to pass. Mariner Wealth Advisors (“MWA”) does not provide all services listed in this piece. Some services are provided by affiliates and are subject to additional fees.

Mariner Wealth Advisors (“MWA”), is an SEC registered investment adviser with its principal place of business in the State of Kansas. Registration of an investment adviser does not imply a certain level of skill or training. MWA is in compliance with the current notice filing requirements imposed upon registered investment advisers by those states in which MWA maintains clients. MWA may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by MWA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For additional information about MWA, including fees and services, please contact MWA or refer to the Investment Adviser Public Disclosure website. Please read the disclosure statement carefully before you invest or send money.

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