Whether you know it or not, you have an estate. Your estate is made up of everything you own, your house, car, checking account, personal possessions, furniture and life insurance are some of the things that make up your estate.
No matter the size of your estate you share something in common with everyone, you can’t take it with you when you die. It isn’t just the wealthy that need an estate plan. Your estate may be small but having a plan is essential to efficiently transfer the assets you do have..
Estate planning is putting together a plan for your assets that ensures that your wishes are followed. A good estate plan also helps simply the transfer of assets to the next generation.
Most people do not need an elaborate estate plan, typically a will, power of attorney and an advance medical directive is all that is needed.
We are set up to handle every level of estate planning, from simple to complex. We encourage you to call and schedule an appointed to put your Estate Plan into action.