2. A Structured Legacy Plan allows you to make sure your spouse/partner is taken care of if or when anything happens to you. Death is part of life –none of us will be able to avoid it. Sometimes, temporary or permanent incapacity is also part of life. A Structured Legacy Plan allows you to make sure that despite the unavoidable consequences of life, you can make sure your spouse or partner is taken care of.
3. It allows you to take control of your assets and avoid the expense, waste of time and limitations that a Probate proceeding would impose on your family.
4. You can create plan to take effect in the event you become incapacitated (even temporarily) that will allow you to receive the care you want, designate a trusted loved one to be your voice regarding your care and make sure that someone you choose is able to manage your finances while you are unable to.
5. You can use your Estate Plan to protect the inheritance you leave for your children and heirs. You can keep the assets safe and protected until the time that you deem to be proper for distribution.
If you are ready to take the next step to take control of the future and protect your family, or even if you just want to learn more, either click the button below or scan the QR code below and a schedule a Structure Legacy Planning session with me at a time that is convenient for you.
I’ll spend 60 minutes with you and your spouse/partner via Zoom and help you gain the peace of mind you deserve.