For The Family Who…
Wants to give their assets outright upon their passing & name a point person to step-in if they become disabled.
Your Simple Plan Includes …
Last Will & Testament, Financial Power of Attorney, Health Care Power of Attorney, & Living Will.
For The Family Who…
Needs more than just the simple plan, including additional estate tax planning and/or business planning to transfer assets to their family by minimizing taxes & eliminating the probate process.
Your Trust Plan Includes ..
Revocable Living Trust, Pour-Over Will, Financial Power of Attorney, Living Will, Affidavit of Trust, & Assignment of Personal Property to Trust.
For The Family Who…
Wants to assess their ability to qualify for Medicaid should it be needed, establish a trust to preserve assets for loved ones, or establish a trust for a spouse facing the possibility of LTC should the ‘healthy' spouse predecease.
Your Elder Plan Includes …
Last Will & Testament, Financial Power of Attorney, Health Care Power of Attorney, Living Will, Transfer Deed, Supplemental Needs Trust, and Medicaid Assessment.
For The Family Who…
Needs nursing home care and needs to apply for Medicaid. By planning ahead or at the time of admission to the nursing home, you can protect your assets from the high cost of LTC.
Your Medicaid Plan Includes …
Full Elder Plan (above), Medicaid Assessment, Medicaid Plan, and Medicaid Application
