Estate Planning
Estate planning is the process of anticipating and arranging for the disposal of an estate during a person's life. Your estate extends far beyond your home and real estate investments – it includes all of your assets – including your cars, checking and savings accounts, investments, furniture, and all of the contents of your home. Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses. However, the ultimate goal of estate planning is determined by the specific goals of the client and may be as simple or complex as the client's needs dictate.
Much of the estate planning process revolves around family members. Who will receive the home? How will the assets be split? What happens to dependents under the care of the deceased? Are there wills, trusts, and executors properly in place? These are major questions that all families should begin addressing early, and should review frequently throughout their lifetime. Having a clear plan in place helps guide your next of kin so they can be sure they are honoring your wishes, ensures that dependents under your care are properly provided for, and helps to avoid unpleasant disagreements about the division of assets.
I will help you with estate planning basics, review your estate and coordinate with your other financial professions such as Attorney’s and CPAs to be sure that your estate planning is in good order. I can make recommendations for other professionals to help ensure you are getting the best possible service for your planning needs. Once you have a plan in place, I will keep copies of your estate planning documents on file for safe keeping, ensuring that your wishes will be upheld.
An estate plan makes sound financial sense – protect your family and contact me to make your plan today.
Much of the estate planning process revolves around family members. Who will receive the home? How will the assets be split? What happens to dependents under the care of the deceased? Are there wills, trusts, and executors properly in place? These are major questions that all families should begin addressing early, and should review frequently throughout their lifetime. Having a clear plan in place helps guide your next of kin so they can be sure they are honoring your wishes, ensures that dependents under your care are properly provided for, and helps to avoid unpleasant disagreements about the division of assets.
I will help you with estate planning basics, review your estate and coordinate with your other financial professions such as Attorney’s and CPAs to be sure that your estate planning is in good order. I can make recommendations for other professionals to help ensure you are getting the best possible service for your planning needs. Once you have a plan in place, I will keep copies of your estate planning documents on file for safe keeping, ensuring that your wishes will be upheld.
An estate plan makes sound financial sense – protect your family and contact me to make your plan today.
