Estate Planning begins and ends with an open and honest conversation. Put simply, if you and your partner suffer a tragic fate, will your children be taken care of, will your possessions be handed out according to your wishes, and will you have a plan in place for anyone entrusted to make those decisions?

When Properly Designed, Estate Planning can:

• Keep most (or all) of your assets from going through a costly and lengthy Probate Court process.

• Name a guardian and financial manager to care for your minor children in case you no longer around.

• Provide instructions to your loved ones regarding your wishes for a burial and funeral.

• Minimize taxes, court costs, and unnecessary legal fees.

• Protect your assets from getting into the hands of loved ones’ creditors.

• Provide for your own care and protection in the event you become incapacitated or disabled.

• Provide for the transfer of your business at your retirement, disability, or death.

• Provide a means to pass along values to your children and family, including religion, education, work-ethic, and compassion!

• Provide for family members with special needs without disrupting government benefits.

• Provide for loved ones who might be irresponsible with money or who may need future protection from creditors or divorce.

• Eliminate the opportunity for disagreements between your loved ones over how to handle your estate, assets, and burial.