Life Planning
Understand your options. Be prepared for what life brings.
Life planning is about more than finances. It means understanding the decisions that may affect you, your family, and your future. We help you identify the things you may not even know you need to plan for.
The Life Planning Services platform brings together experts and community members to discuss the legal, financial, residency, family, and practical aspects of preparing for later life.
Our goal is not to tell members what decisions to make. Instead, we help people identify the questions they should be asking, the gaps they may need to address, and the professionals or resources that may be able to help.
Topics we explore
What happens if you suddenly become unable to manage your own affairs?
Discussions can cover:
- Wills and estate documentation
- Cross-border estate considerations
- Powers of attorney
- Healthcare proxies
- Family communication and documentation
- Creating a practical family briefing document
For international residents, financial planning can involve multiple countries, currencies, tax systems, pensions, and family members.
Potential discussions include:
- Long-term financial preparation
- Pension portability
- NISA and long-term investing
- Cross-border financial considerations
- Currency and foreign exchange risk
- International inheritance and estate issues
Cross-jurisdictional financial planning, pension portability, and NISA are particularly relevant areas.
For foreign nationals aging in Japan, residency status and the ability to manage legal affairs can become increasingly important.
Potential discussions include:
- Long-term residency considerations
- Planning for changes in personal circumstances
- What happens when someone becomes unable to manage their own affairs
- Adult guardianship
- Cross-border legal challenges