Few seniors recognize the importance of estate planning. That’s something that CLA Estate Services is working to change. The Frisco, Texas company provides seniors estate planning services in cities around the country. Among the CLA estate planning services provided by CLA-ES are workshops that serve as an introduction to estate planning for retirees and older adults, many of whom have never thought about estate planning. They regularly work with people to whom terms like conservative financial planning, wealth preservation and asset protection are foreign terms. In a business often characterized by class action lawsuits, CLA Estate Services takes pride in its record of providing real value to consumers – a record that has garnered an A+ rating for CLA ES from the Better Business Bureau of Dallas, and in many other cities in which the company does business.
Estate planning is not just for the wealthy, CLA ES representatives point out. Any middle income individual or family who has managed his money well is likely to have an estate that he or she intends to pass on as an inheritance. Even a family home, insurance policies or a retirement fund can add up to an estate that would benefit from conservative financial planning designed to protect assets, reduce taxes and ensure that property is distributed in the way the owner intends.
CLA Estate Services workshops are designed to help seniors organize their assets and decide whether CLA estate planning services can help them identify how to position their assets in the most advantageous way possible. They aim to help seniors who may never have consulted a lawyer about planning their estates and have little knowledge about ways to protect and preserve their assets. For many attendees, the CLA estate planning services workshop is the first time they’ve really thought about important issues like guardianship, retirement issues like unexpected expenses and ensuring that their families know their wishes about their estates and their care if they should become incapacitated or after their passing. CLA provides general information about these important subjects and emphasizes the importance of consulting with a lawyer on which strategies and documents are most appropriate for their needs.
Estate planning is more important than ever. Medical advances and changing societal attitudes have combined over the past few decades. Today’s retirees are living longer and enjoying their lives more than any generation before them. CLA estate planning services can help retirees ensure that their retirement nest egg will cover their expenses and still allow them to pass on an inheritance to their children and heirs.
Even more importantly, senior estate planning makes things easier on families who are faced with difficult decisions. An estate plan can include everything from a will to a list of the music to be played at a memorial service. It can provide families with the information they need about life insurance policies, surviving spouse benefits, safety deposit boxes and other important assets, as well as a list of steps that families should take to ensure that they receive all of the benefits intended for them.
CLA estate planning services can help seniors organize their affairs and communicate their wishes to their family members. No other company provides the full range of assistance which CLA Estate Services has provided for many years.