Estate Plan Advisory

Estate planning is an integral part of your overall financial plan.  Estate planning can give you greater control over your assets and a greater likelihood to leave your estate to those most Important to you. 

Often estate plans objectives include:

  • Instructions for passing your assets or even your values (religion, education, hard work, etc.).

  • Include instructions for your care if you become disabled before you die.

  • Name a guardian and an inheritance manager for minor children.

  • Provide for family members with special needs without disrupting government benefits.

  • Provide for loved ones who might be irresponsible with money or who may need future protection from creditors or divorce.

  • Include life insurance to provide for your family at your death, disability income insurance to replace your income if you cannot work due to illness or injury, and long-term care insurance to help pay for your care in case of an extended illness or injury.

  • Provide for the transfer of your business at your retirement, disability, or death.

  • Minimize taxes, court costs, and unnecessary legal fees.

  • Be an ongoing process, not a one-time event. Your plan should be reviewed and updated as your family and financial situations (and laws) change over your lifetime.

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