 |
|
|
|
|
Monday, February 06, 2012
|
|
|
|
 |
| Info@ltcaLegacyPlanning.com
|
|
|
 |
|
Group Talk Outline:
"For the Sake of your Heirs...Getting Your Act Together"
Everyone Has A Story:
 My Father's Story
Nancy's Story
Our Story
Your Story
Consultant Services:
|
| - Review your important documents |
| - Help you get organized |
| - Coordinate updating Will, Power of Attorney, Health Care Proxy |
| - Notary Public if a signature is required |
| - Ethical Wills |
Estate Planning | Wealth Management:
|
|
Reverse Mortgages:
- Can help cash flow
- Can leverage your biggest asset
|
|
Long Term Care Insurance:
- Not ALL Insurance Policies are alike
- Combination Life Insurance | Long Term Care Insurance
Policies are available
|
|
Charitable Contributions:
- Do your Giving while you're living, then you're knowing where it's Going"
- Beneficiary of Life Insurance and/or Annuity
|
|
Revocable Living Trust:
- Avoids Probate
- Saves Taxes & Legal Fees
|
|
Fixed and Equity-Indexed Annuities:
- Higher Rate of Return than CD's
- Tax Deferred
- Avoids Probate
|
|
 |
|
|
|
|
|
|
|
|
|
|