Life Planning Stages

People sometimes think they aren’t old enough or don’t have “enough” in assets to worry about planning.

In reality, there are aspects of planning that are necessary to accomplish things for you, your child, or your parents, regardless of what is owned.

Click the links below to see a quick summary of each stage and potential life planning tools and considerations. Once you complete this review, visit the What Stage Am I In page to complete a summary form, download the free life planning tool “5 Essential Documents & 5 Essential Questions.”

Then, visit “Putting it All Together” to sign up for your free Life Planning consultation with RG Skadberg, to identify what options you should consider in order to put our Life Planning to Win solution in place.


Young Adult (18+)



Young Couples



Young Families
(Minor Children, i.e. under 18



Mid-Life Planning



Sandwich Planning



Aging and Long-Term Care Needs



Special Considerations

  • Probate – What it is and Why to Avoid It
  • Second Marriage with Separate Children and Separate Assets
  • Special Needs Adult Child or Child Requiring Lifetime Care
  • Managed Distributions to Structure Time and Amount
  • Special Planning for Specific Property (e.g. Farm, Business)


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