Estate planning is the process of effectively managing the results of life’s changes.
We all know change is one of the only things we are certain of taking place in our lives. Estate planning helps identify both life and death events that are possible and predetermining your desired wishes should they take place. This can make the difference between having choices and the finances to fund those choices or relying on the government to make those choices for you.
Living events could include;
- Living with a chronic or debilitating illness
- Caring for a family member either part time or full time.
- Change of marital status
- Change of cognitive ability
Death events could include;
- Probate (or the avoidance of Probate)
- The continuation if income for family members
- Tax considerations
Download our free estate planning questionnaire to get started today!
Download our free estate planning questionnaire to get started today!
Get your free estate planning worksheet
Read Today – The 10 biggest estate planning mistakes and …
Download Free – Life Care Planning Documents …