How a Life Plan Can Help You Land on Your Feet in a Crisis

You plan for many events in life like a vacation or party; but have you created a plan that will give a road map for you, your spouse and loved ones for how you would like to live out your life?

Cathleen H. Summers, RN, Esq. and Phil Summers, MBA, Esq. talk about Life Plans and the helpful role they play in your life with your spouse.


0:56 – What a Life Plan is and why we should have one

3:39 – Health & health care issues

8:20 – Health insurance and understanding the differences between Medicare and Medicaid (or MassHealth)

12:55 – Legal and financial matters – documents that should be in place as part of your Life Plan

21:55 – Thinking ahead of time about retirement or if you wish to keep working, and if so, what that would look like

25:35 – Retirement communities – do they have any value?

32:18 – Psychological side of aging

36:20 – Social roles, housing, and community – trying to keep isolation to a minimum

40:10 – Steps to creating a successful Life Plan