Preplanning


Why Preplan?

Why pre-plan or pre-arrange? You can discover peace of mind and spare your family emotional and financial burden by preplanning. People preplan for themselves or for loved ones. Making arrangements ahead of time may or may not include prepayment. Although not a requirement for pre-arranging a funeral, pre-payment can safeguard your funeral arrangements from costly inflation. By setting aside your pre-payment funds in a bank trust, you have the assurance that the complete funds are available.

Some terms to consider and discuss with us:

  • Irrevocable trust-prepayment for Medicaid eligibility for long-term skilled nursing care
  • Transfer of life insurance policy ownership without cashing in and losing value in a policy
  • Preplanning without prepayment to make your wishes known
  • Recording of your personal information and wishes in your personal documents
  • Transfer of funeral prearrangements to us are welcome

 

Please click here to fill out our online Preplanning form.