“Finding Peace of Mind in Thoughtful Estate Planning.”
For many people, creating an estate plan is a task that routinely gets pushed to the bottom of the pile. Some assume that estate plans are only necessary toward the end of life. Others may simply want to avoid some of the uncomfortable topics that estate planning entails. Whatever the reason, with the help of experienced advisors, drafting an estate plan is easier than you think. This presentation will address the key components of thoughtful estate planning, including minimizing probate costs, reducing taxes, controlling the disposition of your assets upon your passing, and providing guidance for your loved ones regarding your preferences for financial and medical decisions in the event you cannot make decisions for yourself. Our goal will be to inspire you to set up an estate plan that addresses your needs so that you can rest easy, knowing that if something unexpected happens, you’re more than prepared.