Trusts

5 STEPS TO GET YOUR ESTATE PLAN DONE!

Many people have an aversion to estate planning due to their own mortality.

Get over it!  We all die, that is a certainty.  Planning your estate to minimize tax, and gifting assets to your beneficiaries in a responsible way, are not tasks you should avoid.  I can assure you that starting your plan now will not hasten your death.

 

 

PLAN AHEAD SO YOU DON'T GET STUCK IN A BIND!

“I am really in a bind… my father is very ill and we don’t have a Will or a Power of Attorney.  The Doctors say he might not make it through the rest of the week.  Can you help?”

Sadly, I get this question far, far too often.  In fact, it is probably the most common plea for emergency assistance that I receive.  And it doesn’t have to happen – ever.