"Plan for what is difficult while it is easy, do what is great while it is small."
- Sun Tsu
No one knows better as to what and where your assets are than you. Likewise, no one knows better than you as to what you want to do with your assets after you have gone. Proper estate planning will protect your loved ones from expensive tax consequences and other unforeseen challenges so that you can live your life confidently with the knowledge that your loved ones are protected in the future.
Have you made plans already? Do you have a will or trust? Are all of your current assets properly listed in the will or trust?
Are your plans they clear and concise? Are all of your heirs and assigns properly accounted for in the instrument?
When was the last time you reviewed your will or trust? Has anything in your life changed since the last time you reviewed your will or trust?
If you still have questions, call us for answers. We're here to help.