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Estate Planning

Estate Planning

Secure your legacy and provide for loved ones. Gives you peace of mind by ensuring your assets go to those you want after you’ve passed.

We will assist you with:

  • Identify and list your assets: including real estate, bank accounts, investments, personal property, and insurance policies.
  • Make a will: A will is a legally binding document that outlines how you want your assets to be distributed after you pass away.
  • Designate beneficiaries: Update the beneficiaries on your retirement accounts, insurance policies, and other assets with transfer-on-death (TOD) or pay-on-death (POD) designations.
  • Appoint an executor: Choose a responsible and trustworthy individual to handle the distribution of your assets according to your will.
  • Plan for incapacity: A living will, power of attorney, and healthcare proxy allow you to specify your wishes for medical treatment and financial management in case of incapacity.
  • Review and update your plan regularly: Estate planning should be an ongoing process that reflects changes in your life and the laws.
  • Consult an attorney: An estate planning attorney can help you navigate the complex laws and ensure that your plan is properly executed.

Estate planning can be a sensitive topic, but our goal is to help you gain peace of mind so you can focus on living life to the fullest, without worrying  about the future.

Contact us to schedule an appointment to help you implement a well-organized estate plan to ensure that all of your assets are properly accounted for.

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