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Your Estate Planning “Checklist”: Check topics you would like FREE information and review.
ESTATE PLANNING FOR ANY AGE AVOIDING PROBATE - learn why a simple Will usually does not avoid probate. RETIREMENT PLANS - getting safe, diversified growth in the current investment climate. LIVING TRUSTS - trusts can help to eliminate probate and minimize legal costs. GETTING OUT OF DEBT - how to pay off 100% of all debt and live the golden years "financially free"! MORTGAGE & REFINANCING - reputable firms can save you thousands of dollars, but avoid trick financing. HEALTH INSURANCE - making certain that you are properly protected for retiree health insurance. LONG-TERM CARE INSURANCE - why you need to review all options now to save thousands of dollars. EARLY RETIREMENT PLANNING - review the possibilities of retiring early - FREE computer income report. MINIMIZE TAXES - minimize taxes on retirement income and heirs inheritance. SOCIAL SECURITY - eliminating the Social Security penalty tax after retirement. PASSIVE INCOME - minimize taxes on passive income such as dividends, mutual funds and bank savings. FREE TAX REVIEW - to evaluate ways to cut estate, gift, inheritance and income taxes. INVESTING IN UNCERTAIN TIMES - how to protect your principal and grow your retirement safely. LONG-TERM CARE INSURANCE - how long can you finance your own care should you face disability?
ESTATE PLANNING & ASSET PROTECTION FOR THE SENIORS RETIREMENT INCOME - FREE retirement monthly income evaluation to see if you will run out of money. INSURANCE PROTECTION - what do you really need regarding all forms of insurance? SHOPPING MORTGAGES OR REFINANCING - wish to cut interest costs or finance a business need? ELDERLY PARENTS - learn strategies to protect business and personal assets from the cost of living and living to 100! PROTECTING YOUR HOME - using life estate planning to protect your home from estate recovery laws. NURSING HOMES - why you should not fill out financial forms until you have received advice. WORKING WITH HEIRS - why it is never a good idea to have heirs named on accounts & deeds as joint owners. ELDERLY PARENTS - estate planning to protect heirs from income taxes, estate & capital gains taxes.
INTEGRATING BUSINESS ESTATE PLANNING WITH YOUR PERSONAL PLAN AGRI-BUSINESS & FARMS - learn how to protect the farm from nursing home bankruptcy. WORKING CHILDREN OR HEIRS - being fair and equitable with working and non-working heirs. BUSINESS ENTITIES - which business entity is the best tax or estate planning tool? ASSET PROTECTION PLANNING - learn why business owners should not have assets owned by the business. Other
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