Monmouth County's Ask The Doctor September/October 2018

F I N A N C I A L H E A LT H

Our areas of practice include: • Estate Planning • Elder Law (Medicaid & Veterans Benefits) • Estate & Trust Administration • Guardianships & Special Needs Planning • International Estate Planning

Please join us at one of our FREE upcoming Lunch & Learn Seminars : • Thursday, October 25 th from 12:00p to 1:00p • Thursday, December 13 th from 12:00p to 1:00p Call Natasha or Barbara at 609-372-2855 to Register!!

Why is it important to complete an Estate Plan? We, at Rao Legal Group, LLC (“RLG”), believe that it is important to organize your estate affairs well in advance of any unforeseen or unexpected situations. Having the proper plan in place ensures your objectives are fulfilled and you and your family are taken care of in the event of death or incapacity. You should consider Estate Planning if you have: • Assets that you wish to pass on to the next generation; • Concerns about what happens if you are no longer able to handle your own affairs; • Young children or special needs family members who are unable to manage their inheritances; • A blended family and preferences about who should inherit your assets; • A desire to minimize death taxes; • Property in multiple states that will involve probate in all of those states; or • Medical issues that may trigger the need for government assistance. A Last Will and Testament or Revocable Living Trust is the foundation of your Estate Plan - it organizes your affairs upon death. However, Financial and Healthcare Powers of Attorney appointing someone to handle your affairs upon incapacity are also critically important or your family may have to petition for guardianship, which is expensive. And if you think DIY Wills are cheaper, then consider the adverse, unintended consequences caused by not knowing what you don’t know, which could cost your family more in the long run trying to undo the mistakes. The focus of our firm is and has always been to ensure that your family is properly protected upon incapacity and upon death, and that your assets will pass on to the next generation in a smooth manner. We pride ourselves in going the extra mile for our clients to deliver a superior client experience during and well after the documents are signed. Mention this ad and take advantage of a 1-hour free consultation. We look forward to you becoming part of the RLG family! 14 Farber Rd, Princeton • www.EstateElderPlanning.com

(609) 372-2855 Rekha Rao 14 Farber Road Princeton, NJ 08540

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