Identifying & Avoiding Estate Planning Missteps with Covenant Trust
August 7 @ 1:00 pm
Join AJ Gomez and Brandon Hovey, expert Certified Trust and Fiduciary Advisors, as they explore frequent errors in estate planning. Discover how outdated documents, overly complex structures, and planning oversights can jeopardize your legacy. They’ll provide crucial tips to craft a thorough, current, and personalized estate plan that safeguards the future for you and your loved ones. Whether refining your strategy or starting anew, gain valuable insights to protect your legacy.
As the holidays bring families together, you may notice changes in your loved ones that raise questions about their future care. Starting a conversation about assisted living can be emotional, but it’s important to approach it with care and understanding.
At Covenant Living, we encourage families to talk openly about the benefits of assisted living, especially when it comes to relieving the stress of home maintenance, ensuring access to care, and allowing loved ones to enjoy the activities they love.
Having this conversation now can help everyone feel more at ease, knowing the right support is available when it’s needed.
Click the link to learn more about how to start this important conversation: bit.ly/3N5mSMn. ... See MoreSee Less
Comment on Facebook
This Veterans Day, we extend our deepest gratitude to all veterans who have served with honor and distinction, including those that reside at our Covenant Living communities across the country.
To all the veterans in our Covenant Living community and beyond – thank you for your service. 🇺🇸 ... See MoreSee Less
Comment on Facebook
Wondering if you can afford senior living? 🤔 Covenant Living offers a variety of financial options with different fees, health care provisions, and even estate benefits. If you’re unsure, consider comparing the costs of staying in your current home with the benefits of a senior living community:
✅ Home ownership: mortgage or rent, property taxes, insurance
✅ Upkeep: utilities, landscaping, repairs, maintenance
✅ Lifestyle: groceries, entertainment, travel, and more
✅ Wellness: gym memberships, caregiver services, and security
You’ll also have peace of mind knowing your assets and income are protected, even if future health care needs arise.
Learn more about financial options and how we can support your transition: bit.ly/47Kp99v. ... See MoreSee Less
Is it time to get help?
bit.ly
{user-input}Comment on Facebook