We all have an estate, however large or modest, that needs proactive planning and attention. If you do not have a plan and your circumstance requires you to have one, the state will do it for you. Making a plan in advance gives you the most control and the greatest peace of mind.
Passing on your wealth to family members or to organizations that are important to you requires accurate title and beneficiary designation. How you will be cared for when you are unable to make decisions on your own requires execution of advance directives.
Key elements of estate planning are:
- Advance Directives
- Guardianship for minor children
- Wills & Trusts
- Beneficiary Designations
- Ethical wills
- Avoiding probate
Estate planning is an ongoing process. Your plan needs to be reviewed and updated as your family and financial circumstances change or as the laws change over your lifetime.
Contact us today to find out how to better protect your estate.