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Estate Planning

One of the most common misconceptions about estate planning is that it is only for wealthy individuals. The truth is that if you have assets of any kind, you have an estate and need to plan for what will happen to it once you've passed. Not only does estate planning ensure your wishes are followed, but it takes the onus off of your family in making decisions about your estate.

Learning more about estate planning and what is included in this process can help you to create an effective and comprehensive plan of your own.

Why Have an Estate Plan?

Why Have an Estate Plan?

The fact is, without an estate plan, you can’t control what happens to your minor children and property if you die or become incapacitated.

Generally, people create estate plans because they want that control. They also want to make sure that their wishes are clear in order to avoid family disputes. In addition, they care about preserving their property for their loved ones and want to make sure that their loved ones are properly provided for.

We are not attorneys, so we do not prepare legal documents. However, we can help you to think comprehensively about your goals and objectives and help you craft a plan to maximize the effectiveness of your financial resources both during and after life.


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