planning the future retirement questions everyone should ask: part 4
TRANSCRIPT
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
Rod WiltroutChurch Finance Specialist
www.csbc.com/financialmatters
Questions?