Too many folks have the impression that they do not need an estate plan because they may not be worth millions of dollars. This is inaccurate thinking. If you own anything, you have an estate. And if you don't set things up correctly while you're still with us, your family could suffer the consequences. We would be safe in saying the vast majority of people do not have anything close to a proper set of estate planning documents.
Estate planning is difficult because it deals with our mortality. But all success comes through good planning, and good financial planning necessitates a well-drafted estate plan. We help you through the process and introduce you to legal professionals who are estate planning specialists.
If you don’t make these decisions in advance, your State Government will do it for you after it’s too late, which in our opinion is not an acceptable option.