Examine a variety of personal factors in order to CHOOSE the techniques that make the most sense.

What you need to live on now...

How much you will need at retirement...

The need to protect your estate from future creditors and unexpected litigation...

Your wish to benefit a favorite charity...

How business interests can figure into your overall estate plan...

Whether minor children should inherit at age 18, or later...

The special needs of disabled children or parents...

Discussions with a Nautilus member and your other professional advisors will help you evaluate your options.