ESTATE PLANNING

What is Estate Planning?

Estate Planning is the process of arranging for the management and distribution of your assets, after death or incapacity, to ensure your wishes are carried out, and your loved ones are protected.

Estate Planning

Is all about Taking Control of your Future—Ensuring your Loved Ones are Cared for, making Key Healthcare and Financial decisions, and determining how your Assets are handled after you're gone. It’s your chance to Safeguard your Wishes, Minimize Taxes and Expenses, and Create a Legacy that reflects Your Values.

Why is Estate Planning So Important?

  • Ensures your assets are distributed only to the people you want.

  • Help you minimize estate and inheritance taxes

  • Lessen the burden on loved ones if you become ill or incapacitated.

  • Avoid Probate when you die.

What does an Estate Plan Include?

  • Wills: Outline how you want your assets distributed after you die.

  • Power of Attorney: Designate who can make Decisions on your behalf, such as paying bills.

  • Health Care Directives: Specify your Medical Wishes, such as a do-not-resuscitate order.

  • Guardianship: Name who will care for Minor Children or Dependents.

What is Probate?

Probate is the Court-Run process that handles Control of an Estate after someone passes It is SLOW, EXPENSIVE, and VERY PUBLIC. Without a Solid Estate Plan, a Judge could make Decisions You Don't Agree With. Without a Proper Estate Plan, including a Will and a Trust, Probate is the ONLY way to Transfer Assets.

Understand The Power of a Thoughtfully Crafted Estate Plan

9 Reasons Why Estate Planning Matters

  1. Protect your Family

  2. Minimize Family Conflict

  3. Avoid Probate and other Costly Fees

  4. Make provisions for your care should you become incapacitated

  5. Creditor protection

  6. You have control

  7. Preserve your Family's Privacy

  8. Reduce Voluntary Taxes and Estate Taxes

  9. Special Needs Planning