One of the biggest mistakes you could possibly make is to not bother with a legal will. While no one wants to think about dying, especially at a young age, the worst possible thing that could happen to your estate is to pass away without a will. When the state has to come in to divvy up the property, only the state is going to come
out a winner.
Planning your estate goes far beyond even creating a basic will or deciding what possessions go to which person. Why? Because the tax implications can be in the tens of thousands or hundreds of thousands of dollars depending on the estate and how it is set up (or isn't properly set up) to deal with such issues. Let us help guide you through estate planning to make sure you and yours are secure.
Have any questions? Don't hesitate to contact us so we can help you navigate the tricky maze of estate planning to make sure you're taken care of - just like the ones you love.
Experience you can trust!
Over 75 years of combined experience working to customize your prosperous and fruitful financial future!