It is important that everyone has an estate plan, not just the wealthy.
Estate planning is a way to create control and pave the way for an easy transition of assets when you or a loved one are gone. We consider the best way to transition and protect all the assets you own including bank accounts, investment accounts, retirement plan accounts, your house, cars, jewelry, family heirlooms and more. We can help determine what happens to all these assets when you die to make a stressful time a little smoother for everyone involved.
Once the plan is complete it is important not to file it on a shelf and check a box that it is done. Examining it regularly will ensure it continues to meet your needs as your life continues to develop and change.