Estate Planning

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Don’t Leave Your Estate Planning to Chance

Everyone has an estate, even if it is small. Think about the value of everything you own – your home, bank accounts, personal property, investments, maybe even a business. Anything of value is part of your estate. If you don’t have a plan to distribute these assets after you are gone, they may not get where you want them to go, and Uncle Sam may become your biggest heir.

Planning for Security and Peace of Mind

Estate planning is the process of making sure your heirs are protected and your assets go where you want them to go at your death. It also involves keeping the government’s share as small as possible. You can accomplish these goals by taking the time to plan your estate. The following items can help:

  • Have a will which names your executor, specifies who will take care of any dependent persons and passes your estate to your heirs.
  • Consider the use of a trust to relieve your heirs of the need to manage larger amounts of assets and to keep your affairs private.
  • Use life insurance to pay estate expenses more efficiently, create liquid assets for your beneficiaries, or benefit a favorite charity.

It’s Never too Soon to Start

Life is full of twists, turns and surprises. That’s why it’s important to make sure that things you value will be passed on to the people you love – no matter what happens. It’s never too soon to start planning for the unexpected.