Legacy Planning

Believe it or not, you have an estate. In fact, nearly everyone does. Your estate is comprised of everything you own — your car, home, real estate, checking and savings accounts, investments, life insurance, and personal possessions. No matter how large or how modest, everyone has an estate and something in common — you can’t take it with you when you die.

To put it simply, legacy planning involves deciding how you want your estate assets distributed after you're gone or managed should you become unable to make your own financial decisions.

It is important to have a legacy plan in place, regardless of your net worth. It is one of the most important steps you can take to make sure that your final property and health care wishes are honored and that your loved ones are provided for in your absence.

A legacy plan will include several elements, including

  • Wills
  • Trusts
  • Power of Attorneys

Legacy planning can be complicated so let us help you with the process. We have experts available to help you at affordable rates.