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Preparing your complete Estate Plan is what we do best
Most people believe that an Estate Plan is limited to deciding what to do with your "stuff" after you pass away. However, a complete Estate Plan protects you, your "stuff" and your loved ones- both during your lifetime and after. A complete Estate Plan will do the following:
* Protect your assets during your lifetime
* Protect your assets and your loved ones after you pass away
* Minimize taxes and court involvement for your loved ones after you pass away
* Ensure your wishes are known and followed during your lifetime and after
* Protect minor children/grandchildren and assets left to them in the event of your death
* Prevent conflict among loved ones
We are aware that most people avoid getting started on an Estate Plan because they believe it is expensive and burdensome. We resolve both of those issues for you. When you meet with us, you will realize how simple it will be to provide the information we need to prepare your complete Estate Plan. Additionally, we will never try to sell you on documents that you do not need. You will walk away with peace of mind that you have exactly what you need to protect you, your assets and your loved ones- nothing more, nothing less.