J. D. Shields & Associates, LLC
REAL ESTATE INDEX ANNUITIES WHOLE LIFE INSURANCE
ESTATE PLANNING
EVERYONE has an estate and there are BASIC QUESTIONS TO PONDER BEFORE, DURING, AND AFTER STARTING THE PROCESS OF ESTATE PLANNING:
In the POSSIBILITY that you become incapacitated --
* Who would you want to manage your assets?
* How would you want to be cared for -- both financially and medically?
* Who would you want to make medical decisions for you?
* What about your children -- who will care for them physically and who will care for them financially?
* Do you own a business? How will it stay afloat?
In the CERTAINTY of death --
* How is everything going to be paid for?
* Who would you want to raise your children & how do you want them raised?
* What would be your wishes with regard to your body -- do you want a traditional burial, cremation, donation to science, donation to another person?
* What assets would you be leaving behind and how do you want them distributed? Do you want to ensure that those distributions are done according to your wishes?
* Do you own property? What do you want to see happen with it?
* Are you a business owner? What do you want to happen with your business?
* Have you had those critical conversations with your loved ones?
That is estate planning - having a well-thought-out and strategic plan in place. A quality estate plan begins with YOU, and we would like to assist by providing you with a referral to Shannon Wilson, Esq. and Legacy Legal, LLC. -- www.legacylegalatl.com. Click on the Estate Planning Box in the center of the home page.