Estate planning isn’t just about documents. it’s about confidence. Fortis helps you protect your legacy, your assets, and the people you love most.
At its heart, estate planning is about love, clarity, and protection. It ensures your wishes are honored and your family avoids the confusion and costs that come when no plan is in place.
Far too often, families discover too late that without proper documents, the state decides how assets are distributed. The result? Months of delays, legal fees, and added heartache. With the right estate plan, you can spare your loved ones from those burdens and give them the gift of security and peace of mind.
Living trusts are among the most effective tools for protecting your estate and ensuring your wishes are carried out. A revocable trust offers flexibility, giving you the ability to make changes or even revoke it during your lifetime. It is especially valuable for avoiding probate, simplifying the transfer of assets, and keeping your affairs private.
Planning for a loved one with special needs requires thoughtful preparation and the right legal tools. A Special Needs Trust allows you to provide financial support while preserving eligibility for important government programs such as Medicaid and SSI. With Fortis Planning as your guide, you can create a plan that ensures long-term care, stability, and peace of mind.
As a Veteran, your service and sacrifice have earned you more than gratitude. You also have access to benefits that can make a meaningful difference for you and your family. One of the most valuable yet often overlooked programs is the Aid and Attendance Benefit, a tax-free pension offered through the Department of Veteran Affairs.
The cost of long-term care can drain a lifetime of savings, but a Medicaid Asset Protection Trust, often called a MAPT, is designed to protect what you have worked so hard to build. By moving assets into this type of trust, you can preserve your wealth while still qualifying for Medicaid benefits when the time comes.
Don’t leave your future to chance. The decisions you make today shape the legacy you leave tomorrow. Our team of dedicated estate planning professionals is here to guide you through the process with clarity, care, and expertise. Whether you’re looking to protect your loved ones, preserve your assets, or minimize tax burdens, we’re committed to providing solutions tailored to your unique goals.
A Comprehensive Review of Your Needs: We’ll take the time to understand your financial and family situation, your goals, and your concerns.
Clear Explanations: Estate planning can feel overwhelming, but we simplify the jargon and outline your options in straightforward terms.
Tailored Strategies: Whether it’s asset protection, tax advantage accounts, or veterans’ trusts, we provide recommendations that align with your specific circumstances.
A Path Forward: You’ll leave with a clear understanding of your next steps and how we can support you in achieving your estate planning goals.
Don’t leave your future to chance. The decisions you make today shape the legacy you leave tomorrow. Our team of dedicated estate planning professionals is here to guide you through the process with clarity, care, and expertise. Whether you’re looking to protect your loved ones, preserve your assets, or minimize tax burdens, we’re committed to providing solutions tailored to your unique goals.
"You can trust implicitly..."
""Chris Moore's the kind of man you can implicitly trust to have your interests at heart. A man of faith and integrity, Chris tackles estate planning strategies on your behalf with the mission focus and honor of a US Marine, which he was (and remains in heart). "
- Bill O'Donnell
"Highly recommend..."
"As a business advisor, I highly recommend Chris and his services. Having all your assets and financials in order is a TOP priority today. For both your business and your personal affairs. Get the knowledge and strategies that match all the ongoing changes don't leave it to chance because you are busy. "
- Pamela S. Weir
"Critical to preserving wealth..."
"Chris has a heart for what he does and it shows in his excitement when he talks about it. Integrity unshakeable and he can help you in ways you'd probably never think of but that are critical to preserving wealth for yourself and your posterity."
- Chuck Harmon
Fortis Planning, LLC is not a law firm and does not provide legal advice. All documents are reviewed by licensed attorneys in the appropriate state.
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