Plan for the (un)expected
I don't have an estate. Do I?
Almost everyone owns property of some sort: a car, a house, furniture. You have a bank account, and maybe investment or retirement accounts. Jewelry and household items might have monetary – and sentimental – value.
One way we validate our life’s accomplishments is by passing these things of value to our children and loved ones. Estate planning documents make our wishes known and reduce confusion later. If you’ve wondered if a Will or a Trust is right for you, the answer is always “yes!”
Your life on your terms
The person best suited to decide how to transfer your property and make your end-of-life medical care decisions is YOU. Completing a Will gives you the power to choose how you want your assets distributed and to whom. It also allows you to choose the person who will enforce the decisions made in your Will and handle administrative tasks. And, your Advance Directive states what medical treatment you do – and don’t – want if you are permanently unconscious or have a terminal illness. Estate planning reduces uncertainty and ensures that your wishes are specifically carried out. Life is unpredictable. It’s nice to be able to control what we can.
Everyone wants to protect the ones they love
One of the main reasons we create a Will is to appoint a Guardian for our minor children. We don’t want to think about the day when we may not be there, but knowing who WILL be is key to any parent’s peace of mind.
Help make a hard time a little easier
Legacy begins here
Most people work all their lives and never get a boost from an inheritance or a substantial gift. Building real wealth for your children and grandchildren – generation after generation – can be accomplished with even the smallest head start. Your Will or Trust is the seed from which wealth can grow.