Will & Estate Planning

Estate planning is a very important aspect of financial planning unless you want Uncle Sam and some random lawyers to be your heirs. Most people often procrastinate or even avoid the subject of having a will prepared to indicate their right successor.

When the uneventful happens many questions arise:

What are the consequences of not preparing a will?

Who will end up with the estate tax bill? How will those taxes be paid?

What do the tax codes permit to exclude from your estate? Are you taking advantage of the tax codes?

How about the medical declarations?

Let us educate you pro-actively before you sit down with the experts in the field and ensure that you have a plan in place.  

You save time and money by dealing with us first!