- Steps to protect their children’s inheritance and ensure a smooth transition.
- Whether they need a Living Trust in their personal and financial circumstances.
- Easy, proven methods to avoid probate court (which is expensive and time-consuming).
- The differences between a Living Trust and Will; and which one is better for them.
- Steps to protect their home, bank accounts & retirement plan from creditors and lawsuits.
- Simple ways to control WHEN and HOW their assets are divided among their family.
- What happens to their assets if they become frail or disabled, and how to plan ahead.
- Other strategies to make sure their personal, financial and medical wishes are honored.