It’s often been said
that death and taxes are the only certainties in life. While we’ve learned to
delay the former, there are ways to absolutely avoid a great deal of the latter.
Now that’s great news
for you, and all it takes is a small investment of your time, a little bit of
planning, and the resolve to take action TODAY to get the job done. After all,
It’s Your Money!
After all, It’s Your Money! services are
designed to help you put a complete and well considered Estate Plan in place
that will keep your Estate intact for your beneficiaries and away from
the judiciary, taxing authorities and probate lawyers
.
-
Self-Assessment - The Important First Step
-
Probate Avoidance: The Beneficiary Deed, POD (Payable
on Death) and TOD (Transferred on Death)
-
Last Will and Testament: Will it help you or hurt you?
-
Living Trust: When do you need one?
-
Living Will: A simple solution to a difficult problem
-
Medical Power of Attorney: Keep the Power in the Family
-
Financial Power of Attorney: Maintaining control of
your finances
-
HIPAA Overrides: Understanding the Federal Law
-
Medicaid Spend-down: Long-term care insurance or
Medicaid
-
Financial Planning: How to survive in Tumultuous Times
