Estate Planning

An estate plan not only takes into account your belongings and property but also your relatives and loved ones. By planning ahead, you can minimize future stress on those closest and help ensure your wishes are followed. It can also avoid probate taxes and leave more money for beneficiaries. 

Checklist 

• Take inventory of your belongings
• Make a last will and testament
• Find a trusted estate executor
• Consider a living trust
• Opt for a power of attorney
• Write a living will
• Trusts & Guardianship for any children or dependents 
• Prepare for estate tax obligations
• Get your digital assets in order
• Make a guide for your executors
• Revisit your documents periodically

Documents

• Insurance policies, especially for life and disability insurance
• Statements for any financial accounts, like savings, retirement, or investments
• Documents proving ownership of assets, such as mortgages, deeds, and titles
• Balance statements for any outstanding debts

Always seek out the advice of a good estate planning attorney. They should work in conjunction with your accountant, and financial advisors. 

If you need assistance in Estate Planning, we have legal / attorney contacts we can put you in touch with. 

Life Insurance & Long Term Care - 

Both Life Insurance & Long Term care should be part of your Estate Plan. Some permanent life insurance policies have riders that can provide long term care if needed. 

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Retirement

Estate Planning should be part of your Retirement Plan. 

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We have many Professional Contacts in Different Areas of Expertise (and in other States if needed) to assist in: 

• Health Insurance - Traditional Health Insurance, Group Health Insurance, ACA Plans, Medicare  
• Legal / Taxes - Accountants & Tax Attorneys, Legal, Corporate Business Legal, Real Estate Law, Estate Planning, Asset Protection 
• Financial Services / Real Estate -  Financial Services by a Fiduciary like Managed Money (AUM), Investing, All Areas of Real Estate - realtor, mortgage, investing, etc