Estate Planning

Financial Planning with a Heart

Most people don’t think they have enough assets to have a Will. However, oftentimes families find themselves in probate court defending assets that belonged to their loved ones. Having a Will helps minimize any family fights about your estate that may arise, and also determines the “who, what, and when” of your estate. You decide who will take care of your minor children. A Will allows you to make an informed decision about who should make a decision over your health should you be very ill or unable to communicate your wishes.

Ensuring your legacy reaches your intended heirs, as well as offering an opportunity to set up medical and financial power of attorney, should you become incapacitated someone you trust can make financial and medical decisions for you.

Estate planning is an essential part of your financial plan, helping to ensure that taxation and other unintended consequences will not diminish the legacy you worked so hard to build. Through our partner Legacy Shield, we take the guesswork and hassle out of having a Will and offer an inexpensive and easy process you can rest assured and sleep better at night knowing that in case the unthinkable should happen your family will be spared time and money in costly attorney fees.

Need expert financial advice? Ask our team for free!