For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.
Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.
Long-term care insurance covers expensive nursing care needs. However, is it a good investment? Here’s what experts say about what you should take into account.
If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, familial connections, or interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
Schedule an available time to speak with us. We look forward to meeting with you!
"Eric spent several hours with us helping to ensure our trust was tailored to our specific needs and all our questions & concerns were addressed satisfactorily. He developed an amazing product for us that covers every contingency and brings us in compliance with current estate law. He was a delight to work with. "
Don W. Google Review
Stay Informed
Join Our eNewsletter
Stay informed and updated by subscribing to our eNewsletter!