How do I make the most of an Estate Plan?

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The Scenario

Estate planning is a difficult subject for a lot of people. Most people tend to put off estate planning until an event occurs in their life that forces them to act, such as an upcoming vacation or an illness. It can be overwhelming to think about estate planning when there is no immediate reason to do so. It is very easy to put it off planning for one more day—then one more day. But life can be unpredictable. You don’t want to have to deal with a death, serious illness, or other unforeseen event without a proper estate plan in place.

Key Considerations

  • What documents do I need to have for a complete estate plan?
  • Does having a will mean that I can avoid probate?
  • How often should I get my documents updated?
  • Do I need to hire a lawyer to draft my documents?

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How we help

Our first step is to review your current estate plan to understand your current desires and how they align with current estate laws. After identifying any gaps, we begin our discovery phase by asking you questions. We can then start prioritizing what’s most important to you to create a plan. You’ll have confidence knowing we explored all options, and the plan we crafted reflect your genuine wishes.

Our process includes:

  • Protecting assets and helping others make decisions on your behalf
  • Avoiding the time, expense and publicity of probate
  • Reducing potential estate tax exposure or providing funds to cover anticipated estate tax liabilities
  • Transferring wealth efficiently from one generation to the next
  • Creating a charitable legacy

A successful financial plan helps you live your values. Does yours?

Start your FREE consultation today!
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