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Planning Guide Overview

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PLANNING GUIDE

Licensed Funeral Director & Embalmer

Licensed Producer in Life, Health, Medicare Supplement / Long-Term Care Insurance, and Final Expense Planning

To schedule a one on one for your individual planning session, contact me here.

(336) 701-3069 •

President and C.E.O.

Christopher Cordell

ESTATE PLANNING “Retirement” 1 - 14

1

Glossary of Terms

2

Getting Started

3-8

Develop Your Strategy

9-14

Money Now and Later

PROBATE, WILLS, AND TRUSTS 15 - 21

15-16

Glossary of Terms

17

Probate & Privacy

17

Inheritance / Death Benefit

20-21

Family Participation

ADVANCED PLANNING 22 - 34

22-23

Glossary of Terms

24-29

Medicare Overview

30-31

Final Expense Options

32-33

Planning Guide

34

Document Your Wishes