ESTATE PLANNING

Nearly everyone has an estate. Your estate includes your home, cars, bank accounts, investments, household goods, and personal possessions. As the old saying goes, “You can’t take it with you when you die.” Estate planning enables you to plan for your lifetime objectives and provide direction about the disposition of your assets after death. One of the primary goals of estate planning is to protect income and assets from creditors’ claims and taxes so that your family and loved one receive the benefit. Estate planning is for everyone, not just the elderly or wealthy.

Basic estate planning includes wills, trusts, powers of attorney and healthcare directives. Estate planning may also involve taking steps so that property passes outside of your will and probate. This can be done by inserting proper designations on deeds and bank accounts. Would your family know where to find important documents and financial records if something should happen to you? How long has it been since you checked the beneficiary designations on your life insurance and financial accounts? Our estate planning services also include helping you organize your records, correct titles and beneficiary designations.

The best time to plan your estate is now! Call me today to schedule a free consultation regarding estate planning at (567) 560-2095.

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