Life Planning Resources
Using established and caring professionals, Life Planning Resources educates the public on necessary financial and elder care issues,
Educating Families and Individuals
about Financial and Elder Care Issues
Life Planning Resources (LPR) is a Maryland-based association for professionals who have a wealth of experience in life planning.
Educating Families and Individuals
about Financial and Elder Care Issues
Life Planning Resources (LPR) is a Maryland-based association for professionals who have a wealth of experience in life planning.
Mission Statement
Founded in 2007
Using established and caring professionals, Life Planning Resources educates the public on necessary financial and elder care issues.
Our Services
Life Planning Resources (LPR) is a Maryland-based association for professionals who have a wealth of experience in life planning.
We are dedicated to educating families and individuals about financial and elder care issues.
Estate Planning
Estate planning ensures that you will maximize assets left behind and carefully consider how your assets will be distributed to your beneficiaries. Estate planning is designed to minimize taxes and probate fees, while ensuring that your loved ones are taken care of.
Elder Care Planning
Elder care planning can guide your loved one through the process of finding the right living space for their current needs, as well as financially preparing for what that might entail.
Long Term Care Insurance
Long term care insurance policies are designed to cover the potentially insurmountable costs of nursing home care, home health care and assisted living care if you are unable to care for yourself due to disability or a chronic condition.
Geriatric Care Management
Geriatric care managers help you and your family to manage the care of your loved one, even if you are located across the country. Geriatric care management involves creating a long-term care plan, coordinating medical services, evaluating living arrangements and more to make sure that your loved one is well cared for.
Move Coordination
Moving can be stressful, and it can be made even more stressful by trying to care for an elder or loved one at the same time. Move coordinators can assist in simplifying the moving process and ensuring all of your belongings end up at their destination in a seamless fashion.
Financial Planning
At any stage of life, financial planning is critical. It becomes even more important as we age. Financial planning ensures that your money goes as far as possible and that assets left behind are distributed in accordance with your wishes.
Money Management
Money management can become complicated when trying to protect a loved one’s assets and take care of additional services like geriatric care management or assisted living care. Money management services can work with you and your loved one to safeguard assets and distribute them wisely.
Real Estate Services & Planning
If you own a home and other real estate properties, planning for their distribution once you are no longer here is important. Real estate planning ensures your wishes will be executed for all of your properties. Whether you’re looking to purchase a new home or sell a home before moving a loved one into a nursing home, our real estate services can assist you.
Perpetual Care
Perpetual care ensures that your loved one’s plot, headstone and gravesite are kept in excellent condition after their passing.
Our Professionals want You and Your
Loved Ones to Live Life to the Fullest.
Age in a happy and healthy manner with Life Planning Resources. Click on a member below to learn about how he or she could help secure a better future for you and your family.
Our professionals want you and your loved ones to live life to the fullest.
Age in a happy and healthy manner with Life Planning Resources. To learn more about securing a better future for yourself and your family, contact us today.
Members
Calendar of Events
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October 2018
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News
How Prepared Are You and Your Loved Ones When Natural Disaster Strikes?
by Karen Sorensen, CMC, NBC-HWC Maui’s catastrophic wildfire and Hurricane Idalia’s battering of Florida and neighboring states are recent reminders that natural disasters are sudden, ruthless, an…
Read More
Market Commentary: Weak Markets in September Are Not Unusual
The September swoon continued last week, as stocks sold off hard after the Fed’s decision to leave interest rates unchanged. This type of seasonal weakness shouldn’t be a surprise. We’ve been di…
Read More
Is Long Term Care Insurance Right For You?
Thinking about long-term care planning can feel overwhelming at the start. After all, life is busy and the possibility of needing it can feel very far away. But that’s exactly the right time to star…
Read More
Market Commentary: More Seasonal Choppiness
Stocks continue to trade in a choppy range after the best seven-month start to a year since 1997. August and September tend to see seasonal weakness, and this is playing out once again as expected. Bu…
Read More
Market Commentary: Four Big Questions
Stocks have had a rough start to September on the heels of an August slump. As we noted last week, this type of seasonal weakness is normal. The chart below shows that during various timeframes, Augus…
Read More
Item of Value Letter September 2023
House Dreaming? Here are the Top Five Things Buyers are Looking For What are home buyers looking for now? During the pandemic, we saw the “flight from density” from city living to the suburbs and …
Read More
Blog
How Prepared Are You and Your Loved Ones When Natural Disaster Strikes?
by Karen Sorensen, CMC, NBC-HWC Maui’s catastrophic wildfire and Hurricane Idalia’s battering of Florida and neighboring states are recent reminders that natural disasters are sudden, ruthless, an…
Read More
Market Commentary: Weak Markets in September Are Not Unusual
The September swoon continued last week, as stocks sold off hard after the Fed’s decision to leave interest rates unchanged. This type of seasonal weakness shouldn’t be a surprise. We’ve been di…
Read More
Is Long Term Care Insurance Right For You?
Thinking about long-term care planning can feel overwhelming at the start. After all, life is busy and the possibility of needing it can feel very far away. But that’s exactly the right time to star…
Read More
Market Commentary: More Seasonal Choppiness
Stocks continue to trade in a choppy range after the best seven-month start to a year since 1997. August and September tend to see seasonal weakness, and this is playing out once again as expected. Bu…
Read More
Market Commentary: Four Big Questions
Stocks have had a rough start to September on the heels of an August slump. As we noted last week, this type of seasonal weakness is normal. The chart below shows that during various timeframes, Augus…
Read More
Item of Value Letter September 2023
House Dreaming? Here are the Top Five Things Buyers are Looking For What are home buyers looking for now? During the pandemic, we saw the “flight from density” from city living to the suburbs and …
Read More
Testimonials
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Contact Us
Life Planning Resources
909 Ridgebrook Road, Suite 212
Sparks, Maryland 21152
(443) 901-1333
Info@lifeplanningresources.org
Disclaimer
This web site provides general information about the businesses and services provided by the members of Life Planning Resources. (“LPR”). None of the information contained on this website constitutes legal or other forms of professional advice and should not be relied upon for any purpose.
Your reliance or use of any information from this web site or your contacting LPR by telephone, email, or any another form of communication does not create or establish a relationship between you and LPR, its members and their employees, their successors, or assigns. Neither LPR, its members, their employees, successors, or assigns assume any liability connected with the use of any information from this site.
Emails received through this site will be reviewed as time permits and not all emails received will be responded to.
Since the Internet is not necessarily a secure environment, any information disclosed to us via email shall not be deemed as privileged or confidential.
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