What happens if you die?
This question, although not as difficult, still requires a plan.
Do you have a plan for your burial?
Do you have a plan for disbursement?
Will your money transfer tax free?
Avoid probate? Or is Uncle Sam waiting patiently for his share?
What happens if you live?
A very powerful question I ask my clients. The facts are staggering, almost 70% of us are going to need some form of care while we are alive. Face it, people are living longer!
To go without a plan for this event could be devastating for you and your family.
Every situation is different, feel free to have a "No Obligation" consultation at your convenience.