Estate Plan, Wills, Trusts and other Protections



An Estate Plan insures that the right people get the right things at the right time; for example:

  • You want to make sure that there is somebody to take care of your financial affairs if you become unable to do so.
  • You may want your children to inherit money or property but also want them to reach a level of maturity before receiving their entire inheritance.
  • You may also want a trusted person to make health care and living choices if you are unable to make or communicate your wishes.

estate planning binderThis is done with using various tools, which may include:

Your goals may include:

  • Avoidance of:
    • Probate of your Estate
    • Court appointed Guardianship
    • Court trying to determine your wishes
  • Avoiding Estate Taxes
  • Business Transition
  • Protecting beneficiaries
    • Special needs
    • Trouble or dangers of receiving inheritances


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