Long-Term Care Insurance Planning

Estate Planning

LTC Insurance Planning does not offer any legal advice, but we have partnered with an organization that the documents that you will need as you prepare your estate

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Resources for you and your family  

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Personal

Family, pets, personal history, and wisdom to pass along to the next generation.

Legal

Estate planning, marriage (and divorce), business documents and succession plans.

Financial

List of assets and debts to make clear inventories and avoid discovery efforts.

Insurance

Life, home, auto, and health insurance policies and beneficiaries.

Taxes

Historical state and federal tax returns and supporting documents.

Property

Vehicles, real estate, and other property to create a Personal Property Memorandum.

Digital

Social media, cloud storage, photo services, and more digital assets.