FAQ's

Who Needs Estate Planning?

Estate Planning is for EVERYONE!!!

It doesn’t matter if you have $30,000 or $3,000,000 in assets, which includes your home, vehicles and all of your personal belongings. You still have to plan for the future. Whether it’s to name a guardian for your minor children or ensure your children don’t blow through your assets if you unexpectedly die or become disabled.

Estate planning isn’t about how much money you have, it’s about protecting what you have for you, during your lifetime and for those you love after you’re gone. It ensures what you have gets to the people you love, the way you want, when you want.

If you were to die today, are you comfortable everything will be taken care of the way you wanted? If not, then now is the time to prepare your personal estate plan.

It is also important to keep your Estate Plan current. Once completed, your estate plan should be reviewed and kept current with life events such as the birth, death, marriage or divorce of yourself or anyone included in your plan.

In addition, you should review your plan if there is a significant increase or decrease in your finances or if the laws related to your estate plan change.