Estate Planning

When it comes to estate planning, we understand that no one is excited to consider their own demise, but everyone hopes to be a blessing to those they leave behind.  Estate planning is the best way to prepare your finances to be handled the way you intend after you’re gone, and to bless your beneficiaries as seamlessly as possible.  A well thought out estate plan is also the best way to save as much as possible in estate tax and legal fees.  For this reason, we take a personal approach and work with attorneys to let you know the most sensible, up to date estate planning options available.

A few of the aspects of estate planning that must be considered include:

• Deciding who will care for your underage children and their finances

• Ensuring the distribution of your assets to beneficiaries as you intend

• Preparing for the possibility of being disabled before passing

• Life insurance options to provide for those you leave behind

• Providing for beneficiaries who may not be able to manage finances themselves

• Protecting your estate funds from creditors of your beneficiaries

If you do not have an estate plan in place, or have not reviewed your estate plan in several years, we are here to help!  Reach out to our office and one of our associates will be able to get you started down the right path.