Estate Planning is determining where you want your assets to go after you pass. Without a properly structured estate plan, your wishes may not be fulfilled, and your loved ones could be hurt both emotionally and financially.

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While the concept is simple, the planning and implementation process can be rather complex. With the ever-changing laws, it is important to work with experienced estate planning professionals who stay current in this field and advise clients regularly.

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We stress the 3P's

1. Privacy

2. Probate Avoidance

3. Protection of Assets

 

We will help you develop a customized estate plan that will protect your assets, if needed, while giving your loved ones the benefits you leave for them.

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Basic documents that are commonly used in planning are:

• Wills

• Financial Powers of Attorney

• Medical Powers of Attorney

• Quality of Life Directives

• Trusts

• Survivors' Guide

 

 

While we are not attorneys and do not give legal advice, we work with qualified attorneys to provide information and products that are appropriate for you and your family.