Protect Your Loved Ones with Estate Planning

Embed Size (px)

Citation preview

1. Protect Your Loved Ones with Estate PlanningYouve worked hard all your adult lift to accumulate your wealth and provide foryour family, but one accident or an illness can put that all in jeopardy if you do nothave a good estate plan in place. If something was to befall you, are youconfident that your estate would go to your family and continue to support thecauses that you do now? If you are unsure, it is time to consult with youraccountant and your financial planner about estate planning.Should something happen to you and you are incapacitated due to anunexpected illness or accident, your family could suffer the consequences of nothaving a good plan in place for your money and property. To protect your assets,your money and home, as well as your loved ones, you need to have a plan inplace to make sure your family is protected and your assets are distributed asyou want.Estate planning may consist of several documents that will designate how yourphysical and financial assets are distributed. These documents can include:* Wills* Trusts* Living Wills* Beneficiary Designations* Powers of Attorney* Powers of Appointment* Property Ownership* GiftsThe powers of attorney include both enduring medical power of attorney andenduring financial power of attorney to help make any medical or financialdecisions once you become unable to do so for yourself. While your medicalpower of attorney may be a spouse or someone else close to you that you havediscussed your wishes with, your financial power of attorney may be yourattorney or accountant, people that are more objective and have no personalinterests in your estate.You never know when you are going to be in a car accident or have a criticalmedical condition crop up, so you need to protect what youve worked hard toaccumulate and protect those you care about. Navacue accountants can helpyou set up an estate plan that will distribute your money and physical assetswhile protecting your loved ones. Click here to set-up an appointment and to getstarted today. http://www.navacue.com/