You’ve probably heard the term Estate Planning, and perhaps you’ve thought to yourself “I don’t need that, I’m not Warren Buffett, I don’t even have an estate.” But almost every family can benefit from its own estate plan. Why? Because without one, the state and the IRS will control how your assets are distributed after you pass away. But more importantly, your family could lose what you worked hard for to the “creditors and predators” who will likely appear in your adult children’s lives (an ex-son-in-law, for example). The consequences can be financially and emotionally devastating for your loved ones.
An estate plan can also allow you to control who can make financial and healthcare decisions on your behalf if you become incapacitated, and ensure that you receive the level of care you want in an end-of-life situation. In short, a properly designed and implemented estate plan lets you keep control of your affairs, now and in the future.
Contact us today to learn how we can help you plan for the future, and in the process, protect your loved ones, assets, independence, and lasting legacy.