Preemptive Estate Planning
Protect Your Estate for the Future
To determine the most effective strategy to protect your estate, SRCWC will evaluate the client’s short and long-term health and potential for disability. Current cost of living and monetary lifestyle requirements will also be a significant factor in outlining a strategy. SRCWC’S services also include financial and estate planning for healthy individuals looking to secure their family’s future. This includes determining how the assets will be distributed and appointing a trustee in the event of an individual’s incapacity to make decisions.
Frequently involving a client’s trusted friends and family members has led them to think ahead and plan for their own future.
To create a strategy customized for your family’s needs the following are reviewed and an Estate Plan** is implemented.
- Probate avoidance
- Powers of attorney
- Health care proxies/living wills
- Wills
- Family trusts
- Trusts for special needs family members
- Trustees and guardians for minor children
- Deeds with life estates or realty trusts
- Financial and long term care insurance guidance***
- Asset preservation
*Senior Resource Center of Worcester County, LLC (SRCWC) is not an affiliate or subsidiary of Senior Resource Center, Inc. or any of its affiliates. SRCWC is an independently owned licensee in Worcester County, Massachusetts.
**Senior Resource Center of Worcester County, LLC (SRCWC) is not a law firm, but is affiliated with The Law Office of Christopher R. Sharry. SRCWC provides a legal overview of potential legal issues and may make a referral to The Law Office of Christopher R. Sharry or a law firm of the individual’s choice if legal work is necessary. Services provided by SRCWC are not legal services and the protections of the lawyer-client relationship do not exist with regards to these services.
***SRCWC and its employees are not registered investment advisors, nor do we sell securities.
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