Estate Planning

Estate & Tax Planning Basics

  • Allows you to decide how you want your assets divided after your death.
  • Allows you to determine what happens if you are incapacitated.
  • Allows you and your family to maximize tax advantages and savings.
  • Allows your family and friends to avoid probate court.

Last Will & Testament

A legal document that communicates a person's final wishes pertaining to possessions and dependents.

Living Trust

While you are still alive, you transfer title to your property from your name to that of the trustee of the living trust.

Financial Power Of Attorney

It grants someone legal authority to act on your behalf for financial issues.

Health Care Power of Attorney

A legal document that allows an individual to designate another person to make medical decisions for them when they cannot make decisions.

Asset Ownership

An Actual Owner is a person or entity that receives the benefit of ownership.

Beneficiary Designations

Usually a person whose life expectancy is used to calculate particular features of a retirement plan.

Cover Your Debts

Insurance for your debts may make payments on that debt in the event that you are unable to, due to illness, accident or death.

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