Estate Planning
Making Sure Your Wishes Are Carried Out
An Estate Planner is a professional who helps individuals and families plan for the transfer of their assets and wealth after they pass away or become incapacitated. Estate planning involves the preparation of legal documents and the creation of a comprehensive plan that outlines how a person’s assets will be managed and distributed.
Our experienced team works closely with you to create a customized estate plan, unique to your assets, family, and goals. We understand that estate planning can be a sensitive and complex process, which is why we provide personalized service and support every step of the way.
Why Is Estate Planning So Important?
To ensure your wishes are carried out: Estate planning allows individuals to control how their assets are distributed after they pass away. Without proper planning, the state laws will dictate how assets are distributed, which may not align with an individual’s wishes.
To avoid probate: Estate planning can help individuals avoid the lengthy and expensive probate process, which can tie up assets for months or even years.
To minimize taxes: Estate planning can help minimize the tax impact on assets that are transferred after a person’s death, allowing for more assets to be passed on to beneficiaries.
To provide for loved ones: Estate planning can help ensure that loved ones are provided for after an individual’s death or incapacitation.
To plan for incapacity: Estate planning can also help individuals plan for the possibility of becoming incapacitated and unable to make decisions about their financial and medical affairs.