Everything you need to know and want to ask about pre-planning.
You’ve taken an important step by choosing to pre-plan. Congratulations. By taking steps to arrange these important plans now, you’ve taken a large burden off of your beloved family, providing them with greater peace of mind. You’re relieving your family of the cost that can be associated with planning a burial, allowing them to celebrate and honor your life. And finally, you’re ensuring that every last detail is planned according to your own wishes and needs.
You might have some questions as you begin the path towards pre-planning. We’re here to help answer them.
Here are some questions that often come up from others at the same stage:
Pre-planning versus pre-funding? I’ve heard both terms, what is the difference?
Pre-planning is much like it sounds, it is making the decisions of how you would like to be remembered. It allows you to make your wishes known to your loved ones and gives you the opportunity to create a unique celebration...just how you would have wanted it. Pre-funding is the next logical step in the planning process. Your loved ones will greatly appreciate you pre-planning as it alleviates questions like "I'm not sure what he would have wanted". However, knowing your choices still leaves a financial burden for those left behind. Pre-funding allows you to pay for your funeral plans, saving loved ones from incurring those costs. There are several different options of pre-funding your funeral which our pre-arrangement specialists will guide you through.
Can I move a previously planned arrangement?
Yes, your arrangements are yours and can be transferred easily. We appreciate the trust you have in us. Whether you have pre-funded your arrangements or not, we can assist you with transferring your arrangements to us. Nothing will be needed from the other funeral home and they will not need to be contacted. The process of pre-arranging is a benefit to you and your family... It's not a way to lock you into a particular funeral home.
Do I have to pre-pay?
No. There is no obligation to pre-fund any of your arrangements. Further, there is no cost at all for any pre-arrangement conferences with our staff.
Does the person I am planning for need to be present?
No, it is common for individuals to pre-arrange without the family member present. If possible, we would encourage them to be part of the process, but we understand that many people may like to avoid this conversation, are elderly, or otherwise not able to attend.
I am planning for myself and I don't have any family. What should I do?
Preplanning for yourself is a smart choice. In doing so, residents of New York State can appoint another individual to execute their wishes after they pass. This would have to be done with a specific document and you can appoint anyone you feel comfortable with (they do not have to be related). This is an easy, but important step that we can help you with.
What are Irrevocable Funeral Trusts?
New York State allows for individuals to pre-pay their funeral expenses without have the funds count towards their Medicaid Resource Limit. This is often done as a spend-down when the topic of Long Term Care comes up. We have another section devoted to this topic. Please visit our Medicaid-Irrevocable Trusts Page.
What should I bring to the appointment?
We would like to gather as much information as possible. The following information should be handy, but no proof is necessary: date and place of birth, parent's names, social security number, and education level. Please bring in the following documents if applicable: cemetery information/deed, Discharge from the Military (such as DD-214), power of attorney documentation.
We know that you may have other questions, so feel free to call us at anytime so that we can walk you your options and help you create the best possible plan for you.
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