ESTATE PLANNING
Clear and simple
Proactive estate management puts you in control of what happens to you, your assets and your legacy during and after your lifetime. You can specify your healthcare wishes and insure they’re carried out for you – regardless of whether or not you’re able to communicate. An effective plan can even assign somebody to deal with your financial issues. Without an estate management plan, there is a pretty big risk your family and your legacy won’t be dealt with the way you intended. This is what you see when unhappy families have to go to court. In that case, only the lawyers win.
It’s never too soon to start pondering your legacy or to shape your estate plan. Being a millionaire isn’t a requirement. Everyone needs estate planning because it is critical in guaranteeing that those you want to inherit, will indeed receive the assets you have amassed during your lifetime without undue legal or tax stress. Your estate plan also needs to change throughout your lifetime. Think of it as a living document.
Legacy can transcend money and a lot of people might not think of it that way. It can also include your values. You may want to ensure success or financial well-being for family members, friends. Or you might want to support causes closer to your heart such as a charity, your community or church.
We can help you plan a legacy consistent with your dreams and values. It doesn’t matter how much money you have, we know estate planning is the most ideal way to make your plans actually happen.
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