THANKS FOR ATTENDING JON AND PETE’S ESTATE PLAN TRAINING
A Living Trust is a document that that helps to eliminate legal and probate expenses and probate process after your death. It helps to maximize retirement accounts after death by limiting gift and estate taxes. It also helps to control how the estate is administered after death.
A Will distributes property according to your wishes by appointing a representative to handle the estate after you die. A Will helps to reduce the likelihood of disputes and establishes guardianship for minor children. A Will does not avoid probate by itself, you must have a Trust and a Will to do that.
Power of Attorney establishes a person that you trust while in sound mind to help make decisions when you cannot. Without a Power of Attorney, it can be hard to gain access to medical records, tax returns, sell jointly titled property, or receive insurance benefits.
This gives guidance and makes known your wishes for medical care when you cannot make the decision for yourself.
One of the most important things to do is make updates and changes to your Estate Plan. With our Basic Estate Plan service, you can have your estate plan updated or even re-written if needed, at no extra cost within one year of when your initial Estate Plan was completed.
Most law firms and attorneys will charge high fees or hourly rates to update your Estate Plan years later. We care most that your Estate Plan is correct and up to date. With our Advanced Estate Plan service, you can make updates, changes, or draft an entirely new estate plan if needed, at any point throughout the rest of your life.
In addition to any right to otherwise revoke an offer, you the purchaser may cancel this initial transaction up to midnight of the seventh (7th) day after your date of purchase. You may cancel your transaction by contacting Customer Support at 1-800-404-0214, emailing support@paradigmcorporateservices.com, or mailing a written notice to Paradigm Corporate Services, 351 W Washington St., Kearney, MO 64060.