Do you have children or elderly parents? What about savings or a home? Do you have an estate plan?
Many people think an estate plan is something for the rich or famous, however, that couldn’t be further from the truth. Estate planning helps protect your family in the event that something bad happens to you. You don’t want your loved ones to end up in probate court — which can be extremely time-consuming and expensive, yet 55% of Americans don’t even have a will.
While we are not a law firm, part of our all-inclusive approach to financial planning means that we can discuss what tools might be appropriate for you to look into for your estate planning issues (wills, trusts, power of attorney, etc.). When it comes time to put those pieces in place, we can refer you to an estate planning attorney to help you with those specifics. The bottom line is that if it is an issue that can affect your financial future, we want to discuss it with you and help you and your loved ones plan for a solid financial future.