Broker Check

Estate Planning

Approximately 70% of Americans die without a will.1 Many want to know that their family is taken care of in the event of death. A comprehensive financial plan includes estate planning. What do people want?

  • Efficient transfer of wealth to their loved ones
  • The right plan at a fair price
  • To minimize lawyer and court fees
  • To minimize the time and hassle of probate
  • To minimize estate taxes (avoid Uncle Sam as a senior partner)
  • An advisor to explain confusing estate planning concepts in simple terms
  • To make a charitable gift in a way that maximizes the gift—minimizing taxes and creating a lifetime income stream—this is smart giving

For an initial consultation*, click here.

*The initial consultation is at no cost.

Nice things to know:

A Simple, Comprehensive Estate Plan should include:

  • A will
  • A living will
  • A durable power of attorney for finances
  • A durable power of attorney for health care.

(Also, adding a Trust might be a benefit for you or your family.)

Related Information:

1 Money Wise Women, "Tell Your Family You Love Them--Write Your Will," Forbes Magazine, Marcia Brixey, contributor, March 30, 2012.