Tag Archives: estate planning attorneys

Financial Planning For Seniors

Financial planning for seniors can be a touchy subject for a lot of families. The perception is that once you start talking about a senior’s property and assets, it means they may be closer to losing them. Actually, despite the fact that it can be a difficult task to deal with, personal financial management is necessary to safeguard everything an elderly family member has worked to achieve in their life.

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The Reasons For Estate Planning

The goal of estate planning is to help you distribute your lifetime accumulation of wealth at the least possible cost and in the most efficient manner — to transfer assets to your heirs with a minimum of estate shrinkage. Estate shrinkage is the depletion of assets caused by estate settlement costs, repayment of debt and estate tax liability.

Have You Planned For The Future? The answer lies in each of these questions — if you answer “No or I Don’t Know” to any of these questions, we recommend considering Estate Planning immediately.

  • Do you have a will?
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