Estate & Legacy Planning
Your legacy will have several elements to think about. Continue below to read more about it...
When you retire, your workplace insurance offerings may run out. Selecting new health insurance, and protecting your family with life insurance, are both important things to plan for right now.
Additionally, how you name your beneficiaries (or if you should use a Trust as your beneficiary) are important topics to speak to a professional about.
How will you pay for nursing home costs or the cost of assisted-living as you age?
Medicaid planning, or a lack thereof, will have a huge impact not only on yourself, but also on your spouse and children.
Leaving something to charity is often a goal of our clients. But what, and when, is the best time and place to do this? We help clients to answer this question, and we can help you, too.
Other Important Documents
What is your legacy?
Life lived with meaning and a purpose are paramount to how we help our clients plan ahead. There is so much to know and learn in this area. Allow us to ensure your legacy is well-planned and cared for so that you can live your life with peace of mind. Contact us below for more information and to begin the process.