Your estate consists of everything you own: your home, car, bank accounts, investments, life insurance, furniture, personal possessions, and more. No matter how modest or significant, everyone can benefit from estate planning to control how your assets get distributed to the people or charities you care the most about upon your passing.
We’ll help create a new comprehensive plan with solutions that best fit your goals, or by evaluating your current plan to ensure it’s still on track with your needs.
Creating a plan in advance to control your estate is essential – but can fail if you do not have proper documents in place. Certain documents are crucial during your lifetime to provide decisions should you become incapacitated. Other documents can help carry out your final wishes – and most likely, you would like this to happen with the least amount paid in taxes, legal fees, and court costs.