EPIS.net Estate Planning Implementation Service Network
LET’S TALK ABOUT LIVING AND LEGACY
FOR FAMILIES AND INDIVIDUALS
Personal, Confidential, Private
LET’S TALK ABOUT LIVING AND LEGACY
FOR FAMILIES AND INDIVIDUALS
Personal, Confidential, Private
• Record your personal and family values, prioritize your intentions, and choose the next steps for your legacy.
• Seek specialized attorneys and financial advisors, if needed.
• Line up your assets to fit your estate plans.
• Education • Options • Action
TAKE CARE OF YOURSELF
Identify and protect retirement assets. Plan in case of disability or incapacity. Name a healthcare agent if you are disabled. Develop peace of mind.
TAKE CARE OF THOSE YOU LEAVE BEHIND
Provide for those who count on you. Designate Guardians for minor or disabled dependents; choose Custodians or Trustees to handle their affairs. Be sure that your legacy goes where you intend. Avoid unnecessary burdens for your survivors.
SETTLE WITH THE WORLD
Not to pay more taxes than you need to. Make charitable decisions. Choose your final arrangements. Perhaps draft an Ethical Will or Legacy Letter.
(EPIS.net cannot give you legal advice and is not a Certified Financial Planner.)
Neal Gosman Principal - with more than two decades of experience in the field
Saint Paul, Minnesota Fee for service. No commissions.