Estate Planning
You may ask, “What is Estate Planning?”
In simplest terms, Estate Planning is the transfer of Assets from one generation to the next. Parts of Estate Planning Include: Asset Protection, Medicaid Planning, Long Term Care Planning, and Tax Planning.
BEWARE of the Three Blind Mice Syndrome:
That is when your estate planner, financial/retirement planner and CPA are with three different firms and they do not communicate with regards to your specific estate plan. At Guardian Asset Protection, LLC we can act as Liaison between all three or provide all of these services for a comprehensive estate plan. Remember, all the puzzle pieces must fit together to provide a complete picture.
You may also ask, “Why do I care about Estate Planning?”
Naturally when you die, you can not take your belongings with you. Once you have left this world in spirit, then the people that are still here are left to decide what to do with all of your estate (belongings, personal property, home, automobile, etc.). Unfortunately, 55% of people who die, die without any estate planning, leaving the courts to determine how your estate is divided. This is known as dying intestate.
So then you say, “Well obviously I need a Last Will and Testament, Right?”
Well this is a service we provide and we are more than happy to prepare this for you. Did you know that even with a Will, your estate can be held by probate court for months or even years in some cases, costing your loved ones and family time stress and money?
So then you ask, “What other options do I have?”
Well one of the many products we offer is a Living Trust Package that includes, a Pour Over Will, a Power of Attorney, Healthcare Power of Attorney, Living Trust, Living Will and Deed. We offer all of this for the low price of $495.
Call and speak with one of our advisors today at 480-286-0003 or click here to have one of our advisors call you to schedule a free consultation.