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Tuesday, September 07, 2010
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| Info@ltcaLegacyPlanning.com
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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:
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| - 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:
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Reverse Mortgages:
- Can help cash flow
- Can leverage your biggest asset
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Long Term Care Insurance:
- Not ALL Insurance Policies are alike
- Combination Life Insurance | Long Term Care Insurance
Policies are available
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Charitable Contributions:
- Do your Giving while you're living, then you're knowing where it's Going"
- Beneficiary of Life Insurance and/or Annuity
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Revocable Living Trust:
- Avoids Probate
- Saves Taxes & Legal Fees
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Fixed and Equity-Indexed Annuities:
- Higher Rate of Return than CD's
- Tax Deferred
- Avoids Probate
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