Rogan's Memorials

From a fiscal perspective, your death will trigger all kinds of activity. The more you have preplanned, the more your heirs will receive. Here you will find a list of professionals and financial advisors who will help you make sound decisions regarding your assets.

• Protect Your Assets
• Create a Living Will
• Prepare a Trust

Why You Need to Plan Ahead:

Who will know what your estate entails and how you wish to allocate your property after you die? The responsibility for settling your estate will be overwhelming for a loved one grieving your loss, especially if they have to take on the assignment suddenly. A preplan will better prepare your named agent to handle your affairs.

Learn how to protect your assets by making annual gifts, by capping out your lifetime gift tax exemption, or by making direct payments on a child's tuition and medical bills. Investigate such topics as insurances, division of assets, trusts, and estate taxes.

Ahead Of Your Time includes the forms you will need to record your assets:

• Bank accounts
• Insurance policies
• Real estate
• Descriptions of significant personal property

Conveniently record everything using the easy-to-follow forms in Ahead Of Your Time.  You will be able to settle everything from the privacy of your own home and share/discuss your wishes with your loved ones.

FREE Tip:  Check all beneficiaries. It happens more than you can imagine - money is left to the ex-spouse because changes were never made!

Ahead of Your Time includes a comprehensive glossary with definitions for the following:

• Assets
• Beneficiary
• Financial Planner
• Foundation
• Guardian
• Heir
• Probate
• Roth IRA
• Trust
• Trustee
• …and more.