![]() Or worse, your loved ones are forced to use their assets for your care because your funds run short? What good is a last will if all your assets are used up for your long-term care. Which is important, but first you need to make sure you have available assets while you are alive, and something left to give to your heirs when you die. A last will is used to divide up your remaining assets between your loved ones after you die. They almost always start with a Last Will. I have reviewed many estate planning checklists, and in my opinion, most of them are backwards. Retirement and Long-Term Care Financial Planning. Link to it on your website, share it on facebook, and get the conversation started. We encourage you to share this Estate Planning Checklist with friends and family. The Legacy Architects’ estate planning process includes everything on this estate planning checklist for one flat fee. Only with a plan can you hope to protect yourself and your family from life’s ups and downs. Life is complicated, and there are many legal, financial, and health risks. Yes, this Estate Planning Checklist is long. ![]() Each of these stages of life require an estate plan in order for you to protect your family. The following Disability and Estate Planning Checklist is a comprehensive review of all the issues you should plan for if you want to protect your family’s legacy: (i) while you are alive and healthy, (ii) while you are alive but need assistance (legal, financial, medical, daily activities), (iii) after you die, (iv) after your spouse dies, (v) while your children are alive, and finally, (vi) after your children die. Piwowar – Preparing a family Legacy Protection Plan TM involves more than simply deciding who gets your stuff when you are gone, and how to avoid probate court. ![]() ![]() The Ultimate Disability and Estate Planning Checklistīy Matthew V. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |