Updated: Jul 17


LEARN EVERYTHING YOU NEED TO KNOW ABOUT ESTATE PLANNING BY REGISTERING FOR OUR ESTATE PLANNING WEBINAR / WORKSHOP.

You've worked hard to build a wonderful life for yourself and your family. Now is the time to protect your loved ones & your assets.


Estate Planning allows you to gain control over aspects of your life both during your lifetime and after your death.


MOST COMMON TYPE OF ESTATE PLANNING PRODUCTS

  • GUARDIANSHIP: for parents with minor children who aren't ready to create a Will/Trust.

  • WILL & LAST TESTAMENT: for single or married individuals that want a written plan for what should happen to their assets & who will look after their children if something happens to them.

  • TRUST: for single or married individuals who want to avoid probate. A Trust includes all the documents needed to protect and transfer the things that matter most.


WHY SHOULD YOU HAVE AN ESTATE PLAN?

ONE WORD: CONTROL


An estate plan determines who gets your assets, how & when heirs get the assets, who will make financial and healthcare decisions for you if you cannot, and who would have physical custody of any minor children or pets.


A trust can potentially eliminate family fighting, minimize the tax burden, and avoid the undesired probate process.




IF YOU WANT TO LEARN MORE ABOUT ESTATE PLANNING REGISTER FOR OUR ESTATE PLANNING WEBINAR / WORKSHOP TODAY






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