Discovery

The first step in the process of determining your risk of loss is DISCOVERY.

DISCOVERY involves gathering vital information about who you are, what you have and what you want to accomplish.

It is not possible to accurately determine how your family will pay for long term care expenses -- or whether your family will qualify for government assistance -- without a clear understanding of what you own, how it is titled and what it is worth.

DISCOVERY also requires disclosure of all your existing planning documents such as your power of attorney, health care directives and trust agreements.