Where to start first
Every stage of life brings new priorities. From growing assets in pre-retirement to protecting your family, securing your wealth, and aging with grace and dignity, this roadmap shows how the right help at the right time ensures your legacy is preserved.
ESTATE and long term care TIMELINE
Planning ahead means protecting what matters most. Use this estate and long-term care timeline to find out where you are today—and how to build a plan that secures your legacy tomorrow.
planning ahead saves you thousands
$1,000 Now or $10,000 Later? The choice is yours. If you can’t make decisions for yourself, the court will appoint someone to handle your finances and health care—and it may not be the person you would choose. Guardianship can also cost you $10,000 or more.
With proper incapacity planning, you stay in control and protect your loved ones from stress and expense.
types of estate plans
What type of estate plan do you need? From simple incapacity planning to complex trusts, this guide shows how the right plan can solve problems like probate, long-term care costs, and protecting your family’s future.
probate/trust administration checklist
Losing a loved one is overwhelming, and the last thing you need is added stress. This probate and trust administration checklist can help you focus on the essentials—what to do now, what can wait, and how to prepare for when you’re ready to meet with an attorney.
will vs. revocable trust
Deciding between a Will or a Revocable Trust? Both can protect your family, but in different ways. This chart highlights the key differences to help you make an informed choice.
revocable VS. IRREVOCABLE trust
Not all trusts are the same. A revocable trust offers flexibility and control, while an irrevocable trust provides stronger protection and long-term care planning benefits. This chart helps you see the differences at a glance.
FIDUCIARY DUTIES
Choosing the right people for your estate plan is one of the most important decisions you’ll make. This guide explains the different fiduciary roles so you can decide who’s best suited—and understand what may be asked of you if you’ve been named.
CREDITOR PROTECTION
Creditor protection keeps your beneficiaries’ inheritance safe from lawsuits, creditors, and divorce. With a properly structured trust using the HEMS standard—Health, Education, Maintenance, and Support—you can ensure lasting protection and flexibility for your loved ones.
S-CORP VS. LLC
Your business structure is just as important as your estate plan. This guide compares S-Corps and LLCs side by side to help you understand liability protection, compliance obligations, and tax considerations.