Is a will enough?
Often people feel that a will is all that is required unless one has substantial assets. This misconception is based on the erroneous assumption that life is simple.
While the complexity of an estate plan may vary from person to person, every individual needs a strategy for managing and protecting their estate while preserving assets and minimizing taxes.
A will can only direct who will receive your property and assets.
In contrast, an estate plan is a road map to help you navigate your personal and financial goals during your life as well as after. It is essential for protecting what you have worked hard to achieve and for protecting loved ones.
The kindest thing you can do for those whom you love is to establish a thoughtful plan for a challenging transitional time.
A thoughtful plan is an individual plan. Contact me for a free first call to review your circumstances.