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Do I Need An Estate Plan?

Many people believe that estate planning is only for people who are particularly wealthy, have elaborate schemes in mind for passing their money to their heirs, or for people who are acutely ill and contemplating their death. This could not be farther from the truth! 

Kylie_Estate_PlanningEstate planning is for every husband, wife, mother, father, grandparent, business owner, professional, or anyone else who has someone they care about, are concerned about providing responsibly for their own well being and for the well being of those they love, and for anyone who seeks to make a difference in the lives of others after they’re gone. 

Estate planning is not “death planning”; it’s “life planning”, and an essential and rewarding process for individuals and families who engage in it.

When done properly, estate planning requires that a highly trained individual lead you through one or more in-depth meetings to uncover your hopes, fears, and expectations for yourself and for those who are most important to you. This process almost always requires the preparation of several sophisticated legal documents, but those documents themselves are not “estate planning.” 

Planning is a process, represented by a complete strategy that is properly documented and maintained by a professional who has taken the time to get to know you, and who is committed to continuing to serve you.

Good estate planning is accomplished through planning for incapacity, wealth transfer planning, and inheritance protection planning. This includes planning for creditor protection, predator protection, remarriage protection and protection for special needs beneficiaries. 

You are unique and your estate plan should also be unique so that your goals and objectives can be achieved. I am committed to a relationship that will allow us to create a plan that fits your unique goals and circumstance. 

More Questions?

Starting an estate plan can feel overwhelming. We do our best to make the process as easy as possible, and making the first call is the easiest step. If you are ready to find out how easy it can be, give us a call.

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