Estate Planning

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A PLAN FOR YOUR ESTATE


Over the course of our lives, one of the primary reasons we work is to accumulate and build wealth. Whether it is a home, retirement savings, vehicles, land, oil and mineral rights, precious personal possessions, etc. you have worked your whole life to obtain these assets. Unfortunately, without taking the right steps, these assets you worked so hard for can be put to risk the moment you pass away. Things like public probate, court-appointed guardians, beneficiary disputes, unclear directives, lost or undefined records, etc. can all lead to massive fees, unexpected costs, and countless hours/days of time spent which cannot be made up for. As concerning as all of this is, these burdens can all be avoided simply by implementing a comprehensive estate plan. The need for an estate plan is not dependent upon having a certain amount of assets, or accumulating a specific amount of wealth. Simply put, an estate plan is for anybody who wants to ensure a smooth and efficient transition for their loved ones, once he or she has left this world.

 

 

ESTATE PLANNING - OUR PROCESS


Knowing what your estate consists of, how it will be managed, and in what manner it will be distributed are extremely important factors when it comes to developing a secure plan for your estate. Our primary objective is to get to know our clients before we begin discussing any estate specifics, so we can better understand what is important to you and your family. This allows for a more intimate approach as we take an in-depth look at your assets, and develop a plan geared towards maximizing value, minimizing taxes, avoiding probate, and efficient distribution.

 


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  BlogWhat Is An Estate Plan?

For most working Americans, the road to retirement is a long haul focused on efficient money management and prudent investing. We spend decades planning, putting money away, and investing in hopes of building a nest egg that will one day grow large enough for us to one day retire. But what happens after retirement? 


Estate Planning: Related Topics

 

♦ Blog:  Estate Planning 101

♦ BlogPreserving My Estate

♦ Flipbook:  Wealth Preservation: Planning To Leave A Legacy