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

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Presentation on theme: "Planning the Future Retirement Questions Everyone Should Ask: Part 4."— Presentation transcript:

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

2 Insurance Options Health Life Long Term Care: LTC Auto Home

3 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

4 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"

5 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 6 (559) 256-0858 direct line (559) 287-7840 cell phone rwiltrout@csbc.com Rod Wiltrout Church Finance Specialist www.csbc.com/financialmatters


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