Planning the Future Retirement Questions Everyone Should Ask: Part 4.

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Presentation transcript:

Planning the Future Retirement Questions Everyone Should Ask: Part 4

Insurance Options Health Life Long Term Care: LTC Auto Home

Health Care Directives Advanced Care Directive — to make sure care choices reflect preferences Medical Power of Attorney — to make sure decisions can be made for persons no longer able to communicate their wishesMedical Power of Attorney Power of Attorney — to make sure financial and estate decisions can be made to pay for care, apply for assistance (i.e. Medicaid, state based programs) or for the ongoing management of an estate.Medicaid

Inheritance Options Escheat Will and trust Planned gifts Who gets what is left when you are gone? How will they get it? Money and "stuff"

Legacy Options Will you leave a benefit to society when you are gone? Don’t forget Christian causesDon’t forget Christian causes What will you be known for?

6 (559) direct line (559) cell phone Rod Wiltrout Church Finance Specialist