An estate plan is more than a will, a trust, or a fancy binder full of papers. It’s more than a free dinner and a slick presentation. It’s the vital first step in helping ensure that your loved ones are provided for in the event of the unexpected, and it’s serious business. It’s peace of mind—knowing that you have taken the time to plan for and protect your family’s future.
Sadly, as many as seven out of ten people leave this world without having prepared an estate plan, often burdening their families with confusion, frustration, court costs, legal fees, and in some cases, estate taxes that could have been avoided if they’d only planned ahead.
Why let a judge determine who will benefit from your hard work and who will have custody of your minor children? Make these important decisions for yourself.
There is no better time than today to plan for your future and for that of your loved ones with a comprehensive estate plan, including:
- Trusts, including joint, tax sheltering, education, special needs and charitable trusts.
- Durable powers of attorney.
- Advance health care directives.
- Prenuptial agreements.
Remember that an estate plan is not simply a “piece of paper.” It’s peace of mind. There is no better time than today to help secure your family’s financial future with a comprehensive estate plan.