WHAT IS ESTATE PLANNING
If you don’t have a plan, your state has one for you, but you probably won’t like it.
Believe it or not, you have an estate. In fact, nearly everyone does. Your estate is comprised of everything you own; your car, home,
other real estate, checking and savings accounts,investments, life insurance, furniture, personal possessions.
No matter how large or how modest, everyone has an estate and something in common - you can’t take it with you when you die.
When that happens; and it is a “when” and not an “if”, you probably want to control how those things are given to the people or
organizations you care most about. To ensure your wishes are carried out, you need to provide instructions stating whom you want to
receive something of yours, what you want them to receive, and when they are to receive it.
You will, of course, want this to happen with the least amount paid in taxes, legal fees, and court costs.
That is estate planning; making a plan in advance and naming whom you want to receive the things you own after you die. Estate
planning is for everyone!
- An estate plan begins with a will or living trust.
- Planning your estate will help you organize your records and beneficiary designations.
- Estate planning does not have to be expensive
- The best time to plan your estate is now.
- The best benefit is peace of mind, knowing you have a properly prepared plan in place
one that contains your instructions and will protect your family.
This is one of the most thoughtful and considerate things you can do for yourself and for those you love. Call me to start your
Estate Plan today!
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