Are you satisfied with your current strategy? Are your plans up-to-date, or do they need to be changed. Use the list below to identify your potential financial needs.

ESTATE PLANNING 

Wills/Durable Power of Attorney 
Health Care Directives/Living Will 
Revocable Living Trust/Irrevocable Trust 
Lifetime Gifting/Family Gifts 
Wealth Transfer Strategies 
Family Limited Partnerships 
Limited Liability Companies 
Qualified Personal Residence Trust 
Charitable Gifts/Charitable Trust 
Charitable Remainder Annuity Trust 
Charitable Remainder Unit Trust 
Charitable Lead Trust 
Donor Advisor Trust 
Pooled Income Trust 
Other Charitable Trust Options 

RETIREMENT PLANNING 

Emergency Funds/Short Term Savings 
Wealth Accumulation Strategies 
Investments 
Pension/Retirement/401(k)Plans 
Individual Retirement Plans (IRAs) 
Tax Deferred Annuities 
Social Security 
Medicare/Medicaid Options 
Required Minimum Distributions: 
Qualified Retirement Plans 
Individual Retirement Accounts (IRAs) 

INCOME PROTECTION 

Disability 
Income Protection Strategies 
Asset Protection Strategies 
Creditor Protection 
Income Tax Planning Strategies 
Home Health Care 
Assisted Living/Alternate Community Care 
Nursing Home Care 
Medicare/Medicaid Planning 

ASSISTING PARENTS/CHILDREN 

Income/Savings/Insurance Strategies 
Education/College Funding Strategies 
Income Tax Planning 
Living Expenses
Divorce/Remarriage Issues 
Special Needs Trust 
Recreational/Leisure Volunteer Activities 
Alzheimer/Dementia Issues 
Death/Dying Funeral Concerns