Your estate plan may include
1. Plans for your care if you become incapacitated
2. A guardian for minor children
3. Provisions for family members with special needs
4. Gifts for beneficiaries, individuals and entities
5. Protection for beneficiaries from creditors divorce
6. Special care for family heirlooms and precious gifts
7. Updated property titles and beneficiary designations
8. Business transfers at disability or death
9. Planning for the care of pets
10. Reduce taxes, court fees, & legal fees
Estate planning is like an insurance policy that you revisit from time to time.
Your plan should be reviewed as your family, financial situation and laws change. We can help you decide which tools are right for you and your loved ones.
