Do I need a Living Trust? Do you have a Financial Plan?
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SOMETHING BAD HAS HAPPENED…
you’ve gotten sick, or had an accident...regardless, you are now INCAPACITATED and can no longer manage your affairs.
What is Estate Planning?
Estate planning is not just for the wealthy or retirees. It's putting a plan in place that protects you and everyone you love, regardless of wealth. Learn More
The advantage of An Estate Plan Is Mindfulness
You and your family will feel more secure knowing that you have a well-thought-out plan in place—one that contains your instructions and will safeguard your family. One of the most courteous and compassionate things you can do for your loved ones is estate planning.
Food for Thought:
Do you fully understand how a Trust works and how it would be beneficial to you & your family?
If you have an existing trust, is it FUNDED? If not, you’re not protected.
If you were no longer able to manage your personal affairs, does your successor know where to access important information, i.e., bank accounts, and passwords?
Does your successor KNOW what to do when the time comes? Have they been educated in the steps they need to take when they need to take action? Consider Successor Education.
Are your documents/information stored in one organized simple place?
Is your financial institution aware of and have they ACCEPTED your Power of Attorney? Yes, they may not accept it. Better to confirm that now.
Would you like someone to review your existing trust?
Do you know the three (3) legal documents your child should sign when they turn 18?
FREE (GROUP OR PRIVATE) CONSULTATIONS AVAILABLE.
Text Cora Germany (757) 707-9667 for link
Available in all 50 States & Spanish translators are available
If You Don't Want to Pay $7K- $10k+ for an Estate PLAN:
Contact me today for the link.
info@peninsulanotarysolutions.com
757-707-9667
Mobile Notary Newport News, Virginia
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