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Welcome To Our Estate Planning Division

There's much to see here. So, take your time, look around, and learn all there is to know about us. We hope you enjoy our site and take a moment to drop us a line.

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KEY TAKEAWAYS

  • If you want to choose who will inherit what among your possessions and valuables, you need do some estate planning.
  • Estate planning allows you the ability to name your children’s guardian in the event of your premature death.
  • Reducing taxes on what you leave behind is a common estate-planning goal.
  • Estate planning minimizes the chances of family strife and ugly legal battles.

 Review your will for updates at least once every two years and after any major life-changing events like a marriage, divorce, or the birth of a child. Life is constantly changing, and your assets and wishes are likely to change from year to year, too. 

 Estate planning isn’t only for the rich. Without a plan in place, settling your affairs after you go could have a long-lasting—and costly—impact on your loved ones, even if you don’t have a pricey home, large IRA, or valuable art to pass on 

 Accounts and policies that have designated beneficiaries will pass directly to those people or entities upon your death. 

 Estate planning goes well beyond drafting a will. Thorough planning means accounting for all of your assets and ensuring that they transfer as smoothly as possible to the people or entities you wish. to receive them. 

 It is equally important to plan for the possibility that you will become incapacitated. It's crucial to have a power of attorney, healthcare proxy, and living will in place. 


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