McNally Financial and Insurance Group - Retirement Planning, Estate Planning and Insurance Services
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Estate Planning

'Knowledge is Power'
Sir Francis Bacon

Use our online retirement planning guide to assist in making critical decisions regarding your estate plan.
estate planning

Making Decisions

Prearranging a funeral

Making funeral arrangements in advance, or at least discussing your wishes with family members, will relieve them of having to make these decisions after your death.

Organ Donation

If you want to donate your organs at death, discuss your wishes with your family first. It's important to let your immediate family know your wishes, as they are always consulted when you die. They should be aware of your wishes so they can advise medical personnel if your signed donor card is not readily available.

Power of attorney

As part of your estate plan, consider appointing someone to manage your affairs for you if you are unable to do so, due to an accident or a prolonged or terminal illness. You may be surprised to know that your spouse does not automatically have this authority, which is called power of attorney.

A power of attorney is a legal document which gives someone authority to deal with your property on your behalf. After your death, your executor assumes full responsibility for looking after your affairs.

Charitable giving

As part of your estate plan, you may want to make a special gift to your favorite charity. You can make this provision in your will or through a life insurance policy.

For a miniumum investment, you can use life insurance to create a substantial legacy and possibly receive tax benefits immediately.

McNally Financial and Insurance Group - Retirement Planning, Estate Planning and Insurance Services
 
 
Estate Planning Guide
Estate Planning Home
Taking the First Step
Making Arrangements
Making Decisions
Minimizing Taxes
Taking Care of your Business
Completing your Estate Plan
Providing for Survivors
Our Commitment
Committed to helping clients achieve financial security for themselves, their families, and their businesses.
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