Have you read your will?
"I give and appoint my executor the following duties and powers...
1. To pay my legally enforceable debts, taxes, funeral expenses and all other expenses in connection with my death."
It’s the subject no one wants to talk about, but estate planning is much bigger than “having a will”. As you can read above, many expenses will need to be taken care of before your heirs are entitled to their inheritance. We can help you develop an estate plan to protect you and your family, as well as establish a plan to minimize the tax on capital assets left to your heirs.
Often an uncomfortable topic, estate planning doesn’t have to be a chore! At its core, estate planning involves leaving behind a legacy and making sure your loved ones that succeed you are well taken care of. Dealing with these vital decisions today will help make the transition smooth and pay off in many nights of stress-free sleep!
We can help you put in place a plan that protects you from loss of income due to disability or critical illness, or even premature death. We can further help ensure the taxes on your assets left to heirs will be minimized.
What if you live?
Our team will review your situation and recommend how to meet your family needs if you become disabled or suffer a critical illness. Lastly, we will determine a plan for you as you age - be that a "take care of me" savings plan or Long Term Care Insurance.