Choose Experience & Skilled Estate Planning Agents From Legacy Assurance Plan Of America To Make Sure Your Achieve Your Estate Planning Goals.

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Presentation transcript:

Choose Experience & Skilled Estate Planning Agents From Legacy Assurance Plan Of America To Make Sure Your Achieve Your Estate Planning Goals

Legacy Assurance Plan Of America Legacy Assurance Plan Of America recommend that your estate plan be reviewed every two years to ensure that it is in line with your latest financial situation and also that it caters for any relevant changes in legislation that may be of detriment or benefit to your estate. Legacy Assurance Plan Of America Legacy Assurance Plan Of America law firm have highly skilled and experienced estate planning consultants, legal advisors and fiduciary services experts can assist clients who require comprehensive tax and estate planning to maximize the value of their estates and to ensure an orderly and sensitive transfer of assets from one generation to the next. When many people begin to create an estate plan, they often give considerable thought to how they will distribute their assets, but there is another aspect of your estate plan that also deserves close attention and careful decision- making: selecting the people who will speak for you (or your estate) after you cannot speak for yourself.

Many of your estate planning documents contain provisions in which they name someone who will speak for you when you cannot. Your will names someone to serve as your executor, who will handle distributing all of your probate assets after you die. Your living trust appoints your successor trustee, who has a multi-faceted role. Your successor trustee, like an executor, may be called to distribute assets (in this case, your trust assets) after you die, but may also take over managing the affairs of your trust while you're alive if you become mentally incapacitated. Your powers of attorney create agents to manage your affairs and your living will names someone who will speak for you regarding end-of-life medical treatment. In each of these documents, you may appoint one person or a group of people to carry out these duties, and you may name the same or different people in each document.estate planning documents living trust appoints powers of attorney

What Estate Planning Documents Do You Need?  Name changes  Property transfers  Wills, including living wills  Advance health care directives  Prenuptial agreements  Trusts, including living trusts and special needs trusts  Powers of attorney

Contact Us Legacy Assurance Plan of America Legacy Assurance Plan of America would happy to help you. The best way to get guidance on your specific estate plan is to contact a estate planning lawyer. To schedule a meeting with an attorney, please call or at More Reference links _XRkIQ park/legacy-assurance-plan-reviews htm park-3