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         The Simple Will:  No Frills, No Fuss, No Anxiety

estate planning for everyone
  1. Make a Will.
  2. Consider a Trust.
  3. Make health care directives.
  4. Make a financial power of attorney.
  5. Protect your children's property.
  6. File beneficiary forms.
  7. Consider life insurance.
  8. Understand estate taxes.
  9. Cover funeral expenses.
  10. Make final arrangements.
  11. Protect your business.
  12. Store your documents
Make A trust
  1. Make a Will.
  2. Decide if you need a shared trust.
  3. Decide what items to leave in the trust.
  4. Decide who will inherit your trust property.
  5. Choose someone to be your successor trustee.
  6. Choose someone to manage children's property.
  7. Prepare the trust and sign it in front of a notary.
  8. Transfer title of property to yourself as trustee.
  9. Store your trust documents in safe place.
   
 
   

Help protect your family and your assets, and save on legal fees! 
Don't let someone else decide who will get your personal property, your life insurance benefit and/or who will raise your children when you're gone.... 
Make a PLAN!

If you don't make a Will before your death, state law will determine who gets your property (and it may not be whom you would have chosen) and a judge may decide who will raise your children. In your Will, you can make these decisions yourself.  Forget the fancy trusts for now, most people can get by with only a Simple Will.

Generally, your property goes to your spouse and children or, if you have neither, to your other closest relatives.  If no relatives can be found to inherit your property, it will go to the State.

In addition, in the absence of a Will, a court will determine who will care for your young children and their property if the other parent is unavailable or unfit to do so. 

The Durable Power of Attorney:  Health Care and Finances

What if an accident or illness -- or simply the effects of aging -- left you unable to tell your doctors what kind of medical treatment you want, or made it impossible to manage your financial affairs?  No one likes to consider such possibilities, but the truth is that almost every family will face this kind of difficulty.  Medical and Financial Powers of Attorney can make life easier for you and your family if times get tough.

The Global Insurance Group can help you create a Will, Living Trust, Living Will -- and much more!

 Simple Will  
Living Trusts
Health Care Directive (Living Will, Healthcare Power of Attorney)
Financial Power of Attorney
Final Arrangements Document
Important Documents for Executors
Child and Elder Care Forms
Authorizations Forms and Agreements and More!


For more information, please contact one of our Special Services representatives for more information at supplemental@trygig.com

Most of our product offerings can be either employer-paid, voluntary, sold as stand-alones or packaged together


  

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