Estate planning is a crucial step to protecting both you and your family and preserving your assets. Whether you are rich or poor, it’s important to know just why Estate Planning is so essential. It helps to provide assistance and peace of mind for your loved ones after your passing or during illness, and it can also help avoid costly expense of a living probate or probate at death.
The foundation of estate planning and asset protection is realizing that everyone’s financial status and life situations are different, requiring more personalized services. Keeping this in mind, this allows us to match clients with the right estate planning services to meet their needs.
We strive to provide professionalism and work to develop a unique plan for your specific needs.
The centerpiece of a correctly prepared estate plan must always reflect the stage of its owner’s life. This includes things like starting a family, planning for your child’s education, or for your own retirement, and even starting a business. Once a plan has been properly developed, the client should always review it to ensure that covered all bases including the funding process and every aspect outlined in the estate plan.
Estate Planning Services We Provide
For questions about your current estate plan, or if you need to develop one with help from qualified professionals, contact us today. Phoenix Health Insurance, LLC teams with Premier Documents to provide a variety of Estate Planning practices including:
- Revocable Living Trust
- Irrevocable Trust
- Special Needs Trust
- Living Will
- Last Will & Testament
- Power of Attorney
- Health Care Power of Attorney
- Limited Liability Company
- Family Limited Partnership
- Pre & Post Nuptial Agreements
- Probate Administration
- Real Estate Deeds
- Buy and Sell Agreements
- Cross Purchase Agreements