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Estate Planning Living Trust

Estate Planning

Marriage, divorce, birth, death—having an up-to-date estate plan is the best way to prepare for all of life's major moments. Our team will assist you with identifying and managing your assets of value, so there's always a plan, no matter what happens.

When major life events happen, such as birth, death, marriage, or divorce, it’s crucial that you have a relevant and updated estate plan. Estate planning is the preservation and the distribution of your assets, both during your life and upon your death. It is accomplishing your personal and family goals and easing the management of your financial and legal affairs, as well as minimizing taxes if your estate is large enough for taxes to be of concern.


When we talk about an estate, we mean all assets of any value that you own, including real property, business interests, investments, insurance proceeds, personal property and even your personal effects. An “estate plan,” generally, refers to the means by which your estate is passed on to your loved ones on your death, as well as appointing others to act in the event you become incapacitated.


Estate plans aren’t just for after you’re gone, they can provide living benefits as well. For example, an estate plan can establish who will pay your bills and oversee your affairs if you are not physically or mentally capable. This is crucial, especially when considering major medical decisions that may need to be made.

Schedule a Complimentary Discovery Session!

Plan for your financial future, starting today. Our team is committed to helping you make your financial goals a reality.


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