YFI   Youngblood Financial, Inc.
                  Private Client Services
  
 
 

Estate Planning is used to maintain control of your assets, your affairs, your wishes; and to instruct your heirs.  Your Estate Planning Attorney and Financial Planner together can find the right solution for you.

Estate Planning Issues                                      Available Tools     

Maintain Control of Your Person and Affairs Power of Attorney
Living Trusts            Long-term Care
Assure Lifestyle / Conversion of Paper Profits Life Insurance / Annuities   
Charitable Trusts            Long-term Care
Protect from Government and Lawsuits Umbrella & Life Insurance
Family Ltd Partnerships          Offshore Assets
Reduce Income Taxes Charitable Giving / Gifting
Tax Deferred Annuities          Foundations
Manage the Value of a Family Business Succession Planning
Buy-Sell Agreements
Pass Values and Responsibility to Family Members Family Foundation / Partnership
529 Education Accts      Family Mission Statement
Save Federal Gift and Estate Taxes Family & Charity Beneficiaries   
Government Beneficiaries
Protect Family from Admin Exp & Delay of Probate Up-to-Date Wills
Estate Plans

         

 

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