Estate Planning Process
Protect What Your Have
Transfer to Those You Love
Protect What Your Have
- Make sure legal documents are prepared such as a will, power of attorney, living will and health care proxy
- Properly structure coverage on physical assets like home, car, expensive items, and provide enough liability protection in the case of accidents
- Make sure there are enough assets and or insurance to protect our clients and their famil
- Make sure legal documents are prepared such as a will, power of attorney, living will and health care proxy
- Properly structure coverage on physical assets like home, car, expensive items, and provide enough liability protection in the case of accidents
- Make sure there are enough assets and or insurance to protect our clients and their families in the event of premature death or disability
- Protect against identity theft
- Health care coverage
Plan to Have Enough
Transfer to Those You Love
Protect What Your Have
- Help clients plan for key goals like retirement, a house, or college for their children
- Hedge against volatile markets so that there are funds available when you need them
- Guarantee income beyond what social security offers to make retirement more predictable
- Hedge against the skyrocketing cost of long-term care that can destroy many retirement plans and legacies to your family
Transfer to Those You Love
Transfer to Those You Love
Transfer to Those You Love
- Assist clients in maximizing assets to their heirs
- Reduce estate & gift taxes
- Create legacies with your family and institutions