Beyond The Basics: Life Planning

Posted over 3 years ago. 1 helpful vote

Email

What is a "Life Plan?"

In short, a "Life Plan" is a basic estate plan that adds:

  • Incapacity Protection;
  • Spousal Protection;
  • Child Protection; and
  • Grandchild Protection

In other words, a Life Plan provides the essential elements of a Basic Death Plan, i.e. probate avoidance and unnecessary estate tax protection elimination, but ADDS substantial protection for those you care about most.

Additional Resources

Beyond The Basics- Life Planning

Rate this guide

Can't find what you're looking for? Ask a Lawyer

Get free answers from experienced attorneys.

 

Ask now

20,979 answers this week

2,685 attorneys answering