COOPER INSURANCE & ESTATE PLANNING

 THE NEXT STEP:  RETIREMENT SECURITY 




OUR PRODUCTS HELP OUR CLIENTS ACHIEVE THEIR GOALS. 

      

 

                              At COOPER INSURANCE, We Work Through Legacy Estates To Assemble An Array Of Services & Products
That Are ATTORNEY PREPARED & Designed To Help You Meet Your Estate Planning Needs & Wishes.
In Addition To The Highest Quality, You Are Always Assured Of
The Lowest Possible Prices & The Utmost Convenience.

     * Have You Reviewed Your Will Lately?


Wills

A Will is the cornerstone of most estate plans. With a properly drafted and executed Will, you determine who will receive what you leave behind when you die. You also appoint the person who will settle your affairs, and perhaps most important, you appoint the people of your choosing to raise your minor children. Your Will can save your loved ones unnecessary bonding and legal expenses.
A Will does not, however, keep your estate out of probate.


Trusts

Trusts come in a variety of forms to accomplish different things. Over the last decade, Trusts have become very popular among people from all walks of life as a means of avoiding probate, thereby avoiding all probate costs, eliminating time delays and maintaining privacy. Married couples can potentially save huge amounts of money in estate taxes with a properly written Trust. Families can use a specialized Trust to pass an inheritance to a special needs family member without jeopardizing any social benefits the special needs person is receiving or might become eligible for in the future.


Powers of Attorney

With a Power of Attorney, you appoint someone who can act on your behalf for financial matters if you become incapacitated, or for some other reason, cannot act for yourself. By creating a Power of Attorney while you are of sound mind, the expense and inconvenience of dealing with the courts can be avoided if the need arises.


Healthcare Directives

With Healthcare Directives, such as Living Wills and Healthcare Powers of Attorney, you make your end of life wishes known, and you appoint someone to make healthcare decisions for you if you cannot make those decisions for yourself. You can make your declaration that, in the event that you are terminally ill, you don't want prolonged extraordinary life support. You can choose, in advance, the types of procedures that you want and those that you do not want. By making these decisions in advance, you relieve your loved ones of the burden of making those decisions for you.


Contact Us For More Information By Completing & Submitting This Form:

First Name
Last Name
Address Line 1
Address Line 2
City
State
Zip Postal Code
Telephone Number
Email Address
Your Comments


Legacy Tax Partner

Legacy Tax Partner is a program that offers you a convenient, economical way to have your tax returns prepared.
The cost for participants is much lower than the typical fees charged
by other tax preparers.
In addition, you have access to tax advice and guidance throughout the year
at no additional charge.
Bookkeeping and other specialized services are
available for business owners.




Legacy Employee Program

Many employers offer the
Legacy Employee Program
as a voluntary benefit for their employees.
Through this program, employees have access to
Legacy's great services
at further reduced group prices with special payment plans.
This program is offered exclusively through an
elite group of specially trained representatives &
is available to companies of all sizes & types.