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Estate Planning Issues

In order for every estate plan to provide the highest probability of success, it must address the following 9 crucial issues:

  1. Death:

    Do you know exactly what would happen to your family if you didn't wake up tomorrow?
  2. Disability:

    Do you know exactly what would happen to your family if you became disabled, and could no longer work?
  3. Health:

    Do you have a plan for your current and future health care needs including health insurance, long-term care, and legal health directives?
  4. Liability:

    Are you sufficiently and properly covered by your home, auto, umbrella, etc. insurance policies in the event of a lawsuit?
  5. Education:

    Who will you need to, or just want to help, educate? When? And do you know how much it will cost?
  6. Retirement:

    How and when do you see yourself retiring? What will you do, and what will it cost to do it - not just the day after you retire, but 10, 20, and even 30 years later?
  7. Support:

    Might you need to contribute support to living parents, adult children, or grandchildren at some point? Have you made plans for your own care later in your own life?
  8. Taxes:

    If your estate is subject to taxes, how will the bill be paid? If the kids must pay, might they be forced to sell something you really wouldn't want them to have to sell?
  9. Legacy:

    Do you want to positively intervene in the financial lives of your children and grand-children while you are still here, as legacies, or both? How do you plan to do it?

Overwhelmed yet? Don't worry, we help people everyday navigate their estate plans and put the right services and products in place to create the highest probability of success. Click below to learn more about what we offer.