Estate Planning

Estate planning is perhaps the most personal set of decisions you will make in your lifetime. While many of us don’t want to dwell on that aspect of life, it is never too early to get affairs in order in light of the unknown. The worst feeling in the world is leaving your world unsettled. The truth is that at some time, now or in the future, every dollar you have at the time of your death will be redistributed in some way or another. The decisions you make in your estate plan will determine who will get a chance to spend them. Do you want it to go to your family, or to be lost in the wind? With an estate plan, you will always be in control of how your money will be spent now and into the future. 

A well-designed estate plan often utilizes more than one method for getting the right asset to the right person at the right time under the right circumstances. 

There are two major objectives to our estate plan: 

  • Distribution of Assets – Assets go to the right person, at the right time, with the right restrictions and conditions. 
  • Conservation of Assets– Avoiding, eliminating, or at least minimizing taxes, fees, and other costs. 

Estate planning can be a difficult thing, but it doesn’t have to be. Whether you need assistance in listing and organizing assets, choosing an estate planning attorney, or reviewing an older estate plan—we’ll walk you through it every step of the way. 

If this sounds like a direction that you need to be moving in, contact us today so we can explore your options together.