planning the future retirement questions everyone should ask: part 4

Planning the Future

Retirement Questions Everyone Should Ask: Part 4

Insurance Options• Health• Life• Long Term Care: LTC• Auto• Home

Health Care Directives• Advanced Care Directive — to make sure

care choices reflect preferences• Medical Power of Attorney — to make sure

decisions can be made for persons no longer able to communicate their wishes

• Power of Attorney — to make sure financial and estate decisions can be made to pay for care, apply for assistance (i.e. Medicaid, state based programs) or for the ongoing management of an estate.

Inheritance Options• Escheat• Will and trust• Planned gifts• Who gets what is left when you are

gone?• How will they get it?• Money and "stuff"

Legacy Options• Will you leave a benefit to society

when you are gone?• Don’t forget Christian causes• What will you be known for?

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(559) 256-0858 direct line

(559) 287-7840 cell phone

rwiltrout@csbc.com

Rod WiltroutChurch Finance Specialist

www.csbc.com/financialmatters

Questions?