Estate Planning

 

Estate planning is one of the most important steps any person can take.  Understanding the estate plan options that are right for you can also be a complex undertaking. We are here to make sure that your property and health care are always protected.

Long-Term Care
  • Someone turning age 65 today has almost a 70% chance of needing some type of long-term care services and supports in their remaining years
  • Women need care longer (3.7 years) than men (2.2 years)
  • One-third of today’s 65 year-olds may never need long-term care support, but 20 percent will need it for longer than 5 years
Trusts
You have worked hard for your money and made every attempt to be a conscientious saver. So it's only natural that you want some control over what happens to your assets after you die.
 
Even if you are a person of modest means, you have an estate—and several strategies to choose from to ensure your assets are distributed according to your wishes and in a timely fashion.
Last Will and Testaments
Families are not as well protected as they think. Many people have assumptions about what happens to property when a husband or wife dies, but many times they are wrong.
  • Everything does not automatically go to a spouse
  • Your Burial Plans are Left to the Whims of Relatives
  • Wishes for Custody of Minor Children are Unheard
Medicaid Planning
  • Can't afford Long-Term Care
  • Worried about a Medicare Spend Down
  • Need help dealing with a Nursing Home Stay
 
We have the answers!
Power of Attorney
  • A Health Care Power of Attorney empowers someone else to make health decisions about treatment if you are incapacitated.
  • A Durable Power of Attorney empowers someone else to handle your financial and legal affairs while you are competent, after you become incompetent, or both.

LANDMARK FINANCIAL GROUP, LLC

"Securing Your Financial Future"