What To Expect At Your Estate Plan Appointment

 

At your appointment, we will discuss:

• Who you would like to appoint to handle your Financial and Health Care matters if you become unable to do so.

• The actions needed to protect yourselves and your children and grandchildren.

• How you would like your Assets distributed upon your death.

• How to address your life insurance ownership, needs and use.

• The actions needed to reduce Estate Taxes and to avoid Probate Court.

• Special issues on your mind.

• The protections needed to achieve this.