ESTATE PLANNING

Think you’re too young to implement an estate plan? Think again. There are multiple benefits to planning your legacy at an early age, many of which ease the financial burden on your loved ones.

Did you know that, without an estate plan in place, your loved ones will likely have to go to court to gain the authority to act on your behalf should you become incapacitated and unable to make decisions for yourself? And there’s no guarantee that the person designated to make decisions is the person you would have chosen to do so.

Having an estate plan in place can help protect your interests, not only after your death, but also if the unexpected occurs during your lifetime. Based on your specific needs, Ross will determine which of the following documents are necessary to protect your interests:

  • Last Will and Testament
  • Living Will
  • Medical Power of Attorney
  • Financial Power of Attorney
  • Advance Medical Directive
  • Irrevocable Life Insurance Trust
  • Revocable Living Trust

Ready to get started?

Contact Ross for a complimentary,
no-obligation consultation.

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