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Estate Planning

Invest in a Relationship

investment-11-Landing-Page-Image.jpgBelieve it or not, you have an estate. In fact, nearly everyone does. Your estate is everything you own— your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, and personal possessions. No matter how large or how modest, everyone has an estate and something in common—you can’t take it with you.

Most people want to control how their things are given to the people or organizations they care most about. To ensure your wishes are carried out, you need to provide instructions stating:

  • Whom you want to receive something of yours
  • What you want them to receive
  • When they are to receive it

And you want this to happen with the least amount paid in taxes, legal fees, and court costs.

This is estate planning: making a plan in advance and naming whom you want to receive the things you own after you die. An estate plan should be implemented with the assistance of an experienced estate planning attorney.

To help you understand what estate planning means to you, the following topics address some estate planning needs that are common among individuals. Think of these topics as simply a point in the right direction, and then seek professional advice to implement the right plan for you.

  • Estate Planning an Introduction:
    This article gives insight into Estate Planning based on where you are in life . Learn more
  • Key Estate Planning Documents You Need:
    There are five estate planning documents you may need, regardless of your age, health, or wealth. Learn more
  • Wills- The Cornerstone of Your Estate:
    There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital. Even if you're young or your estate is modest, you should always have a legally valid and up-to-date will. Learn more
  • Trust Basics:
    Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Learn more
  • Planning for Incapacity:
    Unless you're prepared, incapacity could devastate your family, exhaust your savings, and undermine your financial, tax, and estate planning strategies. Planning ahead can ensure that your health-care wishes will be carried out and that your finances will continue to be competently managed. Learn more
  • Life Insurance and Estate Planning:
    Life insurance is a crucial part of many estate plans. Learn more
  • Understanding Probate:
    Probate is a court-supervised process that ties up your financial affairs after your death. Learn more


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