Estate Planning Peace of Mind Checklist 

Please check the following questions that are important to you:

________ I am concerned about losing my assets to the high costs of long-term care for myself and my spouse. Will we lose everything to pay for care, or are there options (Medicaid Planning)?

________ My child is disabled. How can I protect his or her future (Special Needs Planning)?

________ How can I set things up so my kids’ inheritance will be protected if they get divorced or are sued (Asset Protection Planning)?

________ My parents are aging. What should I know to help them to remain independent and protect their assets (Medicaid Planning)?

________ How can I minimize or eliminate paying taxes upon my death (Tax Planning)?

________ Do I have to be wealthy to benefit from a living trust? What are its benefits (Probate Avoidance Planning)?

________ If I can’t make legal and financial decisions for myself, how can I be sure my affairs are conducted in my best interest (Durable                        Powers of Attorney) ?

________ If I am too ill to make health care decisions for myself, how can I be sure my wishes will be carried out (Health Care Power of                               Attorney)?

________ How can I be sure my money and property end up in the right hands when I’m gone (Estate Planning with Trusts)?

________ My parent just passed away. What do I do now (Probate Administration)?

Many of our clients came to us with the same questions. They all seek the same thing: PEACE OF MIND FOR THEMSELVES AND FOR THE ONES THEY LOVE.

Estate Planning is a general term the encompass each of the stated questions and concerns above. The paths of Estate Planning are:

• Medicaid Planning
• Special Needs Planning
• Asset Protection Planning
• Tax Planning
• Probate Avoidance Planning
• Long Term Care Planning
• Disability Planning – Powers of Attorney – Financial and Medical
• Planning with Trusts
• Probate and Estate Administration Planning

Contact us for estate and elder law planning solutions, PROVIDING YOU WITH PEACE OF MIND BY ADDRESS ALL YOUR  LIFE’S CONCERNS AND GOALS THROUGH DRAFTING AN ESTATE PLAN THAT ADDRESSES YOUR GOALS.

Call our office today at 401.648.7000