Estate Planning

Creating a “good” estate plan depends entirely on your needs and desires.

Simply stated, a good estate plan guarantees that all your wishes will be faithfully executed, provides you with peace of mind, and ensures that your beneficiaries enjoy the legacy that you worked so hard to build.

Estate plans are not just for older people or those with significant financial resources. They’re for everybody.

A good estate plan can:

• Take care of your spouse or partner.
• Provide support for the special needs of your children or grandchildren, especially if they face costly illnesses or disabilities.
• Provide continuing support to those lives you improve through your favorite nonprofit organization.
• Simplify estate administration, time and costs.
• Protect your interests with a comprehensive plan for retirement income, medical needs or wishes, and distribution of assets.
• Provide for the survival and continued success of a family business.