Preserve Your Estate for You and Your Family

Planning strategies to meet these objectives are implemented based on health and potential for disability in the short and long term, as well as projected spending needs and lifestyle goals. Along with financial planning, Estate Planning for healthy individuals involves determining how assets will be distributed upon one’s passing, as well as appointing trusted family members or confidants to act on one’s behalf during illness or incapacity.

As we encourage seniors to make trusted family members part of the planning process, they often recognize the pitfalls of inadequate or nonexistent planning, and ask that we help them with their own estate plans.

An overview of the following issues and documents are reviewed and an Estate Plan is implemented.*

• Probate avoidance
• Powers of attorney
• Health care proxies/living wills
• Wills
• Family trusts
• Trusts for special needs family members
• Trustees and guardians for minor children
• Deeds with life estates or realty trusts
• Financial and long term care insurance guidance**
• Asset preservation
• Annuity Strategies**