Step 2. Fortify the Family Tree

A review of your existing asset protection, including:


  • Current Estate Planning Documents to see if They Meet your Wealth Transfer Wishes.


  • Current Protection Against the Ravages of Long-Term Care Expenses.


  • Asset Titling and Beneficiary Designations.     


  • Your Current Financial Protection Against Death, Incapacity, Lawsuits and Tax Overpayment.



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