Estate & Will Planning

Reasons to have an estate plan:

  • Provide adequately for your spouse and children
  • Distribute your assets according to your wishes
  • You choose the guardian for your minor children, not the courts.
  • Appoint your own Power of Attorney for financial and medical decisions.
  • Reduce amount of deferred taxes
  • Reduce probate, legal and executor fees
  • Provide funds for all final expenses and liabilities
  • Decrease the time and potential problems to settle your estate
  • Pass on your business to your spouse, children or other party
  • Gift money or assets to a charity of your choice


 

The following articles may help with some of your Estate Planning questions.

     Will Planning 101
     Estate Planning Fears
     Executor Duties
     How a Trust Works 

We hope that you would seek the advice of a lawyer to properly execute a Will and Power of Attorney. You should also communicate your wishes to the appropriate family members.

       

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