The Greatest Generation - Estate & Tax Planning
Aging Gracefully
Find good resources to lead you on your way to the last chapters of your life. We all grow older, why not age gracefully by educating yourself and remaining in charge of your decisions, instead of letting others decide for you.
Click the link below to go to Caring.com to help you navigate your final chapter.
Our Estate Planning Partner
Our firm works with your financial advisor. A low-cost efficient team approach to address all of your estate planning needs.
Wills
Your detailed financial plan will address both a Last Will and Testament and a Living Will
Last Will and Testament
This is the official document drawn up which names the executors and heirs of your estate. You should consult with a qualified Estate attorney regarding your specific situation.
Living Will
A living will takes care of your last wishes from a medical point of view. This is often a difficult discussion to have with your loved ones, but very necessary. Your family should know your wishes.
When you and your family sit down with your selected estate attorney, the attorney will explain this Will in detail, and help you create a Will that addresses your plans.
Please contact Doleman Wealth Management, LLC, for more details.
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