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Holistic Estate Planning Solutions for Future Generations

Ensure the well-being of your loved ones with comprehensive estate planning services including wills with guardianship provisions, testamentary trusts, life insurance, 529 college savings plans, and healthcare powers of attorney. Choose guardians aligned with your values and provide financial resources for their care. Maximizing benefits like tax-free earnings with 529 plans and securing life insurance to cover debts and fund trusts for minors are essential components. Plan for a secure future with expert guidance tailored to your needs and objectives.

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Holistic Estate Planning Solutions for Future Generations

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  1. ThresholdPlanningSolutions • Wills with Guardianship Provisions • TestamentaryTrusts • LifeInsurance • 529CollegeSavingsPlans • HealthCarePowersofAttorney

  2. ChoosingaGuardian • Age consistent with yours • Shareyourmoralvalues • Willing to take on this responsibility • MAKESURE YOU TELL THEM • Providefinancialresources

  3. WillswithTestamentary TrustProvisions • More than “Hugs & Kisses” • Appoint Your Guardians • Fundwithlifeinsurance • Trust determines how and when yourfundsaredistributed • Consider separate trustees?

  4. 529CollegePlans • Tax consequences similar to Roth IRA’s • No upfront deduction • Taxfreeearnings • Notaxuponwithdrawal! • No age or income limits • Anyonecancontribute

  5. 529CollegePlans,Cont’d • Can contribute up to $330,690 • Can transfer to other children • RICollegeBoundfunds • www.529solutions.com • www.independent529plan.org

  6. Life Insurance& Health CarePOA’s • Lifeinsurancesufficienttopaydebts • Life insurance to fund trustfor minors • Health care power of attorney

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