Page 11 - Estate Planning 101

ESTATE PLANNING PACKAGES

PROBATE
FAMILY
WE OFFER A VARIETY OF PACKAGES PROTECTION
FORTRESS BASIC PLAN
TO HELP MEET YOUR SPECIFIC NEEDS PLAN
PLAN

LAST WILL & TESTAMENT

ADVANCED DIRECTIVES

C h o o s e w h o w i l l m a k e l e g a l a n d h e a l t h

d e c i s i o n s f o r y o u i n c a s e y o u c a n ' t

ASSET ANALYSIS

W e ' l l r e v i e w a l l o f y o u r a s s e t s a n d g i v e y o u
t h e t o o l s t o e n s u r e t h e y t r a n s i t i o n

s m o o t h l y t o y o u r l o v e d o n e s

HOMESTEAD PROTECTION

K e e p i n g y o u r h o m e f r o m g o i n g t h r o u g h p r o b a t e

TRANSITION HELP
W e w i l l p r e p a r e a l l t h e f o r m s t o m a k e

c e r t a i n y o u r a s s e t s t r a n s i t i o n s m o o t h l y

PROBATE PROTECTION

E v e r y t h i n g y o u n e e d t o p r o t e c t y o u r l o v e d o n e s
f r o m g o i n g t h r o u g h t h e e x p e n s i v e a n d m e s s y

p r o b a t e p r o c e s s

TOTAL PROTECTION

9
P r o t e c t y o u r n e s t e g g f r o m e v e r y t h i n g !
L o n g - t e r m c a r e , m e d i c a l b i l l s , l a w s u i t s , a n d m o r e