Experience & leadership in the insurance and risk management industry. Own & Operate with my wife Kerry a Ntl Financial Services Broker Agency, K&M Financial.
Is Your Estate Properly Protected from Probate Court and Public Exposure?
** A Will by itself will NOT protect you from Probate Court and Public Exposure!
** Do you have current Power of Attorney's (Financial & Medical) and Medical Directives in place?
** Can those documents be accessed electronically ANYWHERE IN THE WORLD when medically needed?
** Do you have a Trust that is properly "funded" to avoid Probate Court and Public Exposure? ("Funding" is how you "assign your assets" to the Trust)
** The asset threshold needing a Trust varies by state from $10K to over $200K - what is your state's asset threshold? It's currently $35K in Ohio!
We partner with a National Team led by Attorney's that been in business since 1989, offering a comprehensive eTrust program for ALL States and at a very competitive price. The most complete online package available today, allowing 24X7 access to changes and updates, including online access to legal counsel, all at a flat rate!
Let us review your current situation and needs to determine if this eTrust program is a good fit for you and your estate needs.
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