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While planning for the inevitable is never easy, estate planning is a necessary step in ensuring your loved ones and possessions are left in good hands.

What is an estate?

An estate includes everything owned by an individual. This includes, but is not limited to:

  • Motor vehicle(s)
  • Home and other real estate
  • Financial possessions (checking/ savings accounts, investments, etc.)
  • Personal possessions
Blue ballpoint pen and a last will and testament.

What is a will?

A will is a legally binding document that clearly outlines one’s intentions for your estate after one’s death. A will may include:

  • Distribution of your assets proceeding your death
  • Guidelines for making healthcare decisions on your behalf if you become unable to do so
  • Arrangements for paying funeral costs

When is the best time to begin estate planning?

It is never too early to begin estate planning. It is important to understand that, without a will, your state has the authority to decide what ultimately becomes of your assets and successors. Estate plans may also help to minimize or avoid taxes on the proceeds. We offer one-on-one assistance to help create a personal will that best meets your needs. It is always better to leave as much control as possible to the loved ones you are leaving behind to ensure that the transition is as easy as possible.

Give your loved ones and yourself the peace of mind about your estate knowing that the unexpected is already planned for.