Updated: Aug 20



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

  • POWERS PACKAGE: for college age adults. They should have a Powers Package that includes POA, Healthcare Directives, and HIPAA documents.

  • 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.




WANT TO LEARN MORE ABOUT WHAT ESTATE PLAN IS RIGHT FOR YOU & HOW TO GET STARTED?

SCHEDULE A FREE CALL TO FIND OU

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