Estate Planning
Do I need a will or a trust? Do I need a living will or a health
care power of attorney? How do I make sure my assets will not go to the state
when I die? Clients come to us with questions like these all the time. There are
truckloads of information in newsletters, magazine articles and the internet
explaining all the caveats of estate planning; such much so that clients have
information overload.
The estate planning process can be easy, timely and personal if
done correctly. Call Kincaid and Associates today for a FREE consultation on
what estate planning tools are available to you. You can come to our office or
we will come to you so that we can provide personal service and ensure all your
questions are answered.
Do you have a loved one who is getting SSI? Did you know the law limits the amount of money that
you can leave that loved one without them losing their government benefits?
Special needs or supplemental needs trusts allow you to leave money to your
loved ones without jeopardizing their government benefits. Please contact
Kincaid and Associates, LLC today for a free consultation about your
supplemental needs trust.
If you do not have a will or have recently moved from another
state, please call
or
complete the information form and someone will contact you.