1 / 6

A Systematic Approach To Elder Law Estate Planning To Execute Your Plan The Way You Wished

The areas of elder law and estate planning both impact the lives of older Americans. While estate planning centers on implementing your wishes regarding the distribution of assets upon your passing, the elder law concerns your legal rights as you age.

mtelderlawusa
Télécharger la présentation

A Systematic Approach To Elder Law Estate Planning To Execute Your Plan The Way You Wished

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. A Systematic Approach To Elder Law Estate Planning To Execute Your Plan The Way You Wished The areas of elder law and estate planning both impact the lives of older Americans. While estate planning centers on implementing your wishes regarding the distribution of assets upon your passing, the elder law concerns your legal rights as you age. Elder law estate planning combines the features of elder law and estate planning. Earlier, estate planning was only meant for wealthy individuals as middle-class families did not consider themselves to have any estate worth planning. However, with economic expansion, the middle class has been exposed to estate taxes, necessitating estate planning to eliminate taxes.

  2. Discussing family dynamics Montana Elder Law’s attorneys providing you with elder law estate planning services will discuss your lives and families to address your fears and concern related to estate planning. Your elder law attorney in Billings will gain an understanding of your family’s dynamics, the children you have, their marital status, how they get along with the parents and each other, etc. Further exploration of the family functioning is done by the elder law attorney in Billings for the potential of hurt feelings, conflicts of interests, misunderstanding, etc.

  3. Maximizing your income In the second step of elder law estate planning, answers to some questions are sought, such as whether the client is a US citizen, are they expecting to receive an inheritance, do they have long-term care insurance, and do they need any financial planning. Your elder law attorney in Billings would be able to help you in securing investments with the protection of principal, and assets that need to maximize income.

  4. Reach Out to Montana Elder Law For Enquiry We can potentially help you in estate planning and elder law and more, please email at below mentioned email id: Email id:shalu@mtelderlaw.com Contact Us:https://www.mtelderlaw.com/contact-us/ Social Channels: https://www.instagram.com/montanaelderlaw/ https://www.facebook.com/MontanaElderLaw/

More Related