Do YOU need an Estate Plan?

By Sabrina Winters

Ask yourself these few questions:

1.  I have made appropriate legal arrangements to appoint the person or persons I want to make my personal, health care and financial decisions should I ever become disabled.

2.  I have made appropriate legal arrangements to appoint the person or persons I want to raise my minor children to adulthood should they become orphaned.

3.  I have made appropriate legal arrangmements to protect any inheritance I may leave both for and from my children, realizing that it can be taken through their potential divorce, lawsuits or bankruptcies…or lost through squandering.

If you answered “no” to any of the above, then YOU need a comprehensive estate plan.

You will notice that there aren’t any questions regarding how large or small your estate is; It does not matter.  It only matters when it reaches the taxable limit (which in 2009 is $3,500,000).

You will also notice there aren’t any questions regarding whether you are married, divorced or single.  There are issues that need to be dealt with no matter what your marital status is.

We cannot know when we will die, but we can plan as much as we can when that time comes.  Call our offices to find out how we can assist you with planning your estate so you can plan today for your family tomorrow.

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legacy planning kit

Free Legacy Planning Kit

You are owed the peace of mind knowing that the decisions you make today are the best decisions for your family’s tomorrow.

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