 |
 |
 |
 |
 |
 |
 |
 |
|
||
USEFUL LINKS
Social Security Retirement Benefit Calculator
|
| Protect Your Estate By Creating an Estate Plan | |
| Advantages of Creating a Plan | |
 |
Reduce the loss of your estate, due to long term care issues. |
|
Protects assets from loss due to nursing home or other long-term care issues without paying for expensive long-term care insurance. |
|
Avoids most probate and related costs. |
|
Can reduce or eliminate • Federal Estate Tax • State Pick-up Tax |
|
Forgives capital gains tax at death. |
|
Eliminates or greatly reduces gift tax issues. |
|
Allows for quick distribution of assets to beneficiaries. |
|
Protects assets from law suits. |
|
Avoids the problems of joint ownerships. |
|
Keeps your assets in your control, until you cannot manage them any longer. |
|
Inexpensive, easy to set up and maintain. |
|
Can protect dependents with special needs. |
|
Provides effective pre-nuptial protection. |
|
Very hard to contest. |
|
Prevents a Conservatorship or Guardianship at physical or mental incapacity. |
 Free Consultation |
|---|
 Keeping Your Property Yours |
 Completing Your Plans Will Let You Enjoy Your Family |
 Creating an Estate Plan |
| Contact the National Director: Mary Krueger lifepoint.wi@gmail.com 866-324-6760 |
