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Estate Planning & Asset Protection

February 20, 2025

When planning for your future & your families future, there are many factors to take into account when it comes to your finances, real estate & belongings.

Do any of these questions resonate with 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?
  • My child is disabled. How can I protect their future?
  • How can I set things up so my children’s inheritance will be protected if they get divorced or sued?
  • My parents are aging. What should I know to help them to remain independent & protect their assets?
  • How can I minimize or eliminate paying taxes upon my death?
  • Do I have to be wealthy to benefit from a living trust? What are the benefits of a living trust? 
  • If I can't make legal & financial decisions for myself, how can I be sure my affairs are conducted in my best interest?
  • If I am too ill to make health care decisions for myself, how can I be sure my wishes will be carried out?
  • How can I be sure my money & property will end up in the right hands when I'm gone?
  • My parent(s) just passed away, what do I do now? 

If one or more of these questions has you thinking more about your family & future, let's connect. It is never too early to prepare for your future!

Work With Us

We deliver exceptional results with humor, sincerity, and good business practices. Our dynamic duo understands that the process of moving involves more than just buying or selling a home; it involves orchestrating a seamless logistical and compassionate experience for seniors. Contact us today to find out how we can be of assistance to you!