Never to Early to Plan
Estate-planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives.
Suggestions to get you started:
Gather and Organize: Family Members
Accountant, Lawyer, Executor, Banker, Financial Planner
Auto and Home Insurance Agents
Bank accounts, Investment Statements, Retirement Accounts
Business Ownership Interests
Deeds, Titles to property, such as home, auto
Life, Health, Long-Term Care, Disability policies
Planning Advance Directives
Treatment Directives
Power of Attorney
Durable Power of Attorney
Planning for Dependents Guardianship
Planning for Property & Assets Titles, Retirements Accounts, Insurance - Disability, Life and
Long Term Care
Planning for your Estate Wills, Living Trusts, Irrevocable Trusts
Meeting Financial Needs Social Security Disability Benefits, Medicare, Medicaid,
Supplemental Security Income (SSI), Veteran Benefits
Survivor Issues
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