Estate Planning Advice

Estate Planning Advice

With over 30 years of experience, we have seen almost every estate planning mistake possible. AND with our insights into your lifestyle and goals for the future - as well as those involved in passing on assets from one generation to another- will ensure that any document is tailored specifically towards what's best suited just FOR YOU! The earlier this process starts;the greater rewards can be realized when it comes time make decisions about how much property goes where at death or divorce proceedings

Maximize and Plan

Avoid Horror Stories

Estate planning is an attempt to avoid those horror stories we have all heard of.

Here are just some:

  1. Your kids get nothing of your hard-earned assets because your spouse remarried, revised their will, and then died.

  2. After taxes and paying off debts, there just wasn’t enough money for the family to stay in the house.

  3. The siblings just could not agree and half of the estate was spent on lawyers fees, with the end result being that they never spoke again.

  4. The death and inheritance taxes took up almost half of the estate. If only some estate planning had been done, this could have reduced the taxes to ten percent.

The more we learn about you, the more we can help. The EARLIER we can help you with estate planning, the more significant the savings/advantages are. We have all the patience and time in the world for you and your family.  We look forward to assisting you with your estate planning.

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