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Need legal advise on legal forms and financial planning. I'm tiring to get things into place to help protect our savings and for my future income/savings for the future. I am the care giver for my spouse. This is a second marriage.

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Your best bet is to see an eldercare/estate attorney. Most will give you a free initial consultation and tell you what it would cost to do what you want to do.
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find a eldercare/estate attorney, aka; elder affairs attorney.

Get a a free initial consultation do not imco pay for interviewing the lawyer.

,,,,how much will the charge to do what you want to do. Bundled services or by the clock per ....

Have the lawyer send you an engagement contract/agreement

Quoting Attorney at law Kevin P. Keane:
"agreements not reduced to writing, are NOT worth the paper they ain't written on."
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I would first go find a CFP (certified Financial Planner), whom you like, get a feel for how they work, see if they have an NAELA (Nat'l assoc of Elder Law, or something like that) lawyer that they like to work with. But be prepared for MAJOR sticker shock. It seems all lawyers around me are at least $400 per hour. And they do bill in one-fifth of an hour increments. So find out in advance what their hourly fee is. (Bundled services---I have never found a lawyer who does that, why would they do that when they can make a whole lot more with hourly? It would be nice if they did a Flat Rate, but they'd be silly to do that).
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Virginia65, I noticed on your profile that your hubby has Alzheimer/Dementia, just wonder if he is still in clear enough mind to understand any legal paperwork he would need to sign? If not, the attorney won't allow him to sign anything. But you make sure you get all the proper paperwork for yourself.

The law firm I went to which has an Elder Law division did do a bundle cost for a Trust, Living Will, POA's, yada, yada, yada. It was major sticker shock. The bundle included three sessions, initial consultation, the rough draft, and the final signing. Any above and beyond was $500/hour. Prices vary depending on where one lives. I am outside of Washington D.C.
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