Why Asset Legacy Planning?

Estate Planning will enable you to make decisions regarding guardianship over any minor children or adult disabled children you may have. Estate Planning will also give you a peace of mind in knowing that you have removed a huge burden of stress that would face your family and loved ones at some point in time in your life. You can be comfortable in knowing that your desires can be carried out in a timely and efficient manner.

Estate Planning is for the living healthy individual and family. Your life will most likely be filled with changes and therefore you need to understand that your Estate Plan is an ongoing lifelong process. As your lifesituations change,you need tomake changes and update your plan as necessary to keep pace with your current life and the choices that go along with it.

Bottom line, Estate Planning is a life-long process that involves:

Making important decisions.

Who gets what assets and when?

What are your end-of-life choices?

What legacy do you want to leave?

Who do you want as your Trustee?

If necessary, who will become the

Guardian of your children?

Who will make decisions for you?

Deciding financial matters in advance.

Medical issues.

End-of-life issues.

Organizing important information relative to your life.

Keeping your plan current.

Funding your trust and keeping it current relative to changes in your estate.

Requirements

In order to maximize our time during the client interview and to answer the many questions you may have, it will be required for you to go through each module so once you schedule our call you will be ready. This is the secret sauce we use to keep the interview to usually 30-45 minutes.