Historically, more than 75% of Americans die without having a comprehensive
estate plan in place. That means no Will or Living Trust was established,
therefore no provisions were made for carrying out the distribution of an
estate. Sadly, those estates can go into probate, incurring unnecessary taxation
and attorney's fees for the heirs.
Although no one enjoys discussing end-of-life issues, Estate Planning can actually relieve you of the worries associated with your heirs' financial future. In addition, having a Plan in place will help your heirs avoid the turmoil of a lengthy probate.
Our experienced Financial Advisors can assist in overall Estate Planning, which prepares you for your appointment with a qualified legal professional.
Now that’s peace of mind.