What is estate planning?

At many of life's big moments,

it's time to plan for the future.

It's time to focus on what is important

and how to protect those who you care about.

 

Your estate plan may include:

1. plans for your care if you become incapacitated;

2. a guardian for minor children;

3. provisions for family members with special needs;

4. gifts for beneficiaries, both individual and entities; 

5. protection for your beneficiaries from creditors or divorce;

6. special care for family heirlooms and precious gifts;

7. updated property titles and beneficiary designations;

8. business transfers at disability or death;

9. planning for the care of pets; and

9. techniques to reduce taxes, court costs, and legal fees. 

 

Estate planning is like an insurance policy that you revisit from time to time. 

Your plan should be reviewed as your family, financial situation and laws change. 

We'll help you decide which tools are right for you and your loved ones.

Contact us for a free consultation.