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Estate planning can be overwhelming. Each and every situation is different, leaving no room for cookie cutter plans. The good news is you don’t have to stress over having all the answers for your clients. We’re here to put our in-depth knowledge to work, learning about each family and recommending a plan of action tailored their needs and situation.
Set up wills and powers of attorney
Determine whether or not a trust is right for them
Plan for long-term care while protecting assets
Understand Medical Assistance
Take the first step
Let us help you determine which estate planning documents you need
Answer a few simple questions to figure out what documents you may need to start planning for the future.
Get a head start by reviewing the wealth of resources we have available for you
How an Asset Protection Trust Can Protect Your Home & Savings
The average cost of nursing home care is over $9000 per month. Are you prepared? The average family doesn’t have the resources to afford it. An Asset Protection Trust may be able to help.
Breaking The Ice: Starting the Conversation about Long-Term Care
What if your client or a family member needs care in a nursing home? What if an aging parent has Alzheimer’s disease? Life is full of uncertainties, but discussing available options is the first step in preparing.
Do your clients know there are Veteran’s benefits available to wartime veterans and their widow(er)s? Find out if they’re eligible and what benefits are available to them.
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