Estate Planning
Estate planning can be an ongoing process and can be enhanced with a modest initial contribution to a retirement plan. Time will pass very quickly. Measurable assets can be accumulated when systematic amounts are contributed each month. As your life unfolds, your goals will most likely change course a few times- estate planning can be the backbone of this unfolding and it should change with you as your goals shift periodically. Lack of adequate estate planning can cause undue financial burdens to loved ones. You need to be aware of the pitfalls caused by not knowing the tax laws inherent with each retirement vehicle.
Setup the tools to accumulate and protect your assets. The basics include the following:
Setup the tools to accumulate and protect your assets. The basics include the following:
- Retirement Plan
- Life Insurance
- Final Expense Plan
- Long-Term Care
- Legal Services
What Legal Documents do I Need?
I offer the legal resources you will need for counsulting with an attorney about any legal matter as well as your personal estate plan. Talk to an attorney and find out what is needed in your family. The following basic documents are offered free of charge through a modestly priced LegalShield Plan membership:
1. Last Will & Testament
2. Medical Power of Attorney
3. Physician's Directive
4. HIPPA Form
5. Durable Power of Attorney
1. Last Will & Testament
2. Medical Power of Attorney
3. Physician's Directive
4. HIPPA Form
5. Durable Power of Attorney
How Do I Protect Myself and My Family From Identity Theft?
Identity Theft has become a growing problem in our country and around the world. We can no longer think it will not happen to us. It's a matter of when, not if, we will experience some form of Identity Theft. Protect your identity with an Identity Theft Plan. Click LEGALSHIELD below for more information about Legal and Identity Theft protection.
Retirement Planning
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Financial Planning
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Estate Planning
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