Estate Planning - let's talk

What is Estate Planning?

Estate planning is, simply put, the process of arranging the transfer of your assets after your death.  


Why is Estate Planning important?

Without estate planning in place in the event of your death, your loved ones are left to manage your assets without guidance regarding your wishes. This process can be expensive, stressful and add to the already difficult grieving process.

Even if your assets are few, estate planning can make dealing with the death of a loved one much less about logistics and helps to allow families more time and space to grieve. 


What will the Estate Planning process entail?

Whether you have dealt with estate planning in the past or you have no idea where to start, we are here to help. The first step is to contact me and set up a time to talk about where you are and where you want to be in regards to your estate. We will help you by explaining clearly the options available to you, ways to maximize your assets by helping you understand what happens in regards to taxes and debts. We will explain to you the many facets of estate planning including wills, trusts, probate, power of attorney, etc. and after understanding your goals, we will make a road map together to clearly show how we will achieve your goals and what the cost to you will be.