PAUL DODGE INSURANCE SERVICES, LLC 920-203-9158
YOUR FINAL WISHES
Your final plans and wishes are an important part of aging. We discover, together, what it is you want to accomplish and find the right products and services to get you there.
FUNERAL EXPENSES
Protect yourself and your heirs from predatory parties and express your wishes clearly. Fund your final plans. Understand the difference between funeral plans and funeral trusts.
ESTATE PLANNING
- Wills
- Trusts
- POAs
- Funeral Wishes
- Final Expenses
- Assets
- Investments
- Beneficiaries
POWERS OF ATTORNEY (POA)
Understanding the difference between health care POAs and financial POAs will help your family if you are incapacitated.
PASSING ASSETS TO HEIRS
Inter-generational moves are designed to protect your heirs from unnecessary costs & tax penalties
and loss of their benefits.