Estate Planning is an outdated phrase for what we do. It used to be something rich people did to avoid paying taxes and create generational wealth.
Our modern vision of estate planning is a comprehensive, holistic approach to protecting your rights, regardless of how much or how little you have. Essentially, estate planning is a legal process that helps you plan for the future and protect the things you care about most. In this blog, we’ll discuss why having a plan in place allows you to:
- Protect your rights to life, liberty, and pursuit of happiness
- Take control of life’s important decisions
- Protect your loved ones
- Create a legacy
Protect your rights to life, liberty, and pursuit of happiness
You have the right to make your own decisions about what will happen to you (your health care and end-of-life choices), your estate (your stuff), and how you’ll provide for your loved ones. But you need to exercise these rights or they can be taken from you by the government and courts.
Take control of life’s important decisions
We help you learn what your rights are so you can make informed decisions as we guide and advise you through the process of securing your rights in legally binding documents.
Protect your loved ones
You can protect your loved ones and provide for them by making your own decisions about:
- WHO will inherit (and who won’t)
- WHAT they will inherit (your home? money? retirement accounts? sentimental memorabilia and family heirlooms?)
- HOW they will inherit (in an inheritance protection trust?)
- WHEN they will inherit (will you make sure they’ve had enough life experience to understand the value of a hard-earned dollar?)
Create a legacy
When most people are incapacitated or die, they leave their emotional, grieving loved ones scrambling, panicked, and in complete chaos. You can be the champion for future generations and inspire others to follow in your footsteps.
By taking charge and making the difficult decisions now, you give your family one final gift when the inevitable happens. Leave them with a comprehensive, considerate, compassionate plan so they can focus on the important stuff like saying goodbye to you and coming together as a unified, loving family.
You can decide how you will be remembered for generations. Will you be your family’s superhero while you still can?
Give us a call today or contact us through our website. We’ll help you make informed decisions about what happens to you (your health care and end-of-life choices), your estate (your stuff), and how you will be remembered.
When you put your trust in me to help you protect the most important, precious things in your life – your wealth, health, and loved ones – your peace of mind becomes my responsibility.
