estateplanning

Estate PlanningMaximize what you leave behind for your loved ones!

Estate planning is only for the rich is a big myth. It is for each one of us who is looking forward to secure and support our loved ones after we are gone. Want to know more about estate planning?

Estate Planning (Will & Trust)

Individuals put off estate planning because they think they don’t have enough assets. Your estate is comprised of everything you own. No matter how large or modest, everyone has an estate that should be protected.

Establishing an Estate Plan

A properly designed and executed estate plan can ensure that your assets and desires are carried out upon your departure.

  • What happens to the children if they are young
  • Who can take medical decision on your behalf if you cannot
  •  Education and Funding for Children and Grandchildren
  •  Philanthropic Goals
  •  Succession Planning of a Family Business
  •  Complexities of Family Relationships (i.e. Second Marriage, Divorce)

Creating a Trust

A trust is created when one person (the trustor or grantor) transfers assets to another person or a corporation (the trustee) to be held for the benefit of himself or others (the beneficiaries). Generally, it is a good idea to establish a trust if you have children or significant assets.

how can we help you?

Contact us to learn about any of our services or financial education opportunities.

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