Preemptive Estate Planning

Preemptive Estate Planning

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. We encourage seniors to make trusted family members part of the planning process. 

An overview of the following issues and documents are reviewed and an Estate Plan is implemented.1

  • Probate avoidance
  • Asset preservation
  • Financial guidance2
  • Health care proxies/living wills
  • Powers of attorney
  • Wills
  • Family trusts
  • Trusts for special needs family members
  • Deeds with life estates or realty trusts

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1) Senior Resource Center, Inc. (SRC) is not a law firm, but is affiliated with Falco & Associates, P.C. SRC provides a legal overview of potential legal issues and may make a referral to Falco & Associates, P.C. or a law firm of the individual’s choice if legal work is necessary. Services provided by SRC are not legal services and the protections of the lawyer-client relationship do not exist with regards to these services.
2) Senior Resource Center, Inc. (SRC) and its employees are not registered investment advisors, nor do we offer or sell securities.