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ESTATE DESIGN SESSION
The core of your Estate Planning documents are discussed and designed during your Estate Design Session (EDS)
WE PLAN FOR THREE PHASES
ALIVE AND HEALTHY
ANY TIME OF INCAPACITY
AFTER YOUR PASSING
DURING EACH PHASE WE PLAN FOR
Protecting your spouse, partner or significant other
How and when your assets will be available to your children or other beneficiaries
Charitable giving, asset protection for long-term care, Medicaid benefit eligibility
Special Needs planning, and other areas of advanced trusts and estate planning
I'M READY TO START MY COMPREHENSIVE ESTATE PLAN!
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