Estate Planning

Estate planning is simply the process of getting your affairs in order so that you make things easier for your surviving family members when the times comes.  It is designed to protect and preserve assets so that they can be used and enjoyed by future generations of your family.

It doesn't have to be difficult, expensive, or depressing.  All you need to do is to take a few simple steps, take a look at what you own, make a Will and a few other documents and review the beneficiary designations on your retirement accounts.

There are a number of reasons why you may wish to put in place an Estate Plan.

  1. Getting Married
  2. Divorce or death of a Spouse
  3. Purchasing or Refinancing a Home
  4. New Accounts
  5. Children Changes

Estate Planning is not a static process. An estate plan must be reviewed and revised at intervals to meet changing circumstances such as fluctuations in the financial circumstances of the relevant parties, the impact of legislative changes or other relevant factors, such as a deterioration in health of one or more of the individuals involved in the process.

For further information, please contact us.  You will feel better knowing that you have taken care of your family.



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