ESTATE PLANNING

Create an Estate Plan That Protects Your Legacy and Empowers You

Everyone has an estate. Assets such as a car, real estate, bank accounts, investments, life insurance, furniture, jewelry, and other personal items represent your estate. An estate is your legacy and needs protection irrespective of how much or little you own.

Effective estate planning includes long and short-term preparation that includes, but is not limited to, the following:

  • Minimizing taxes, court costs, and unnecessary legal fees if the claimed ownership of an item may be disputed            between family members, or even friends.

  • Providing for loved ones who may need financial assistance.

  • Instructions for endowing places of worship, educational institutions, or other entities.

  • Providing supplementary care for family (or friends) with specific health care needs.

  • Naming a guardian for minor children.

  • Providing for the transfer of your business at your retirement, disability, or death.

  • Instructions for your care should you come disabled at any age.

  • Life insurance due to injury or an extended illness.

  • Preparing, signing, notarizing, and filing appropriate estate planning documents, such as:

          

 

Contact our office today to prepare your estate plan.