Page 8 - EP 101 Guide

WE OFFER A VARIETY OF SENIOR'S TRUST ASSET

PACKAGES TO HELP MEET YOUR PEACE OF MIND PROTECTION ASSISTANCE BASIC PLAN

UNIQUE GOALS. PLAN PLAN PLAN

LAST WILL & TESTAMENT

ADVANCED DIRECTIVES
Choose who will make legal and health
decisions for you in case you can't

HOMESTEAD PROTECTION
Keeping your home from
going through probate

ASSET ANALYSIS
We'll review all of your assets and give
you the tools to ensure they transition

smoothly to your loved ones

TRANSITION HELP
We will prepare all the forms to make
certain your assets transition smoothly

TRUST & TRUST FUNDING
Everything to protect your loved ones'
inheritance from lawsuits, divorce, creditors;

also protects their government benefits

MEDICAID PROTECTION
Restructuring assets for future Medicaid
qualification without "penalty"