ESTATE PLANNING - STEP ONE

Identify your goals. Your estate can accomplish a mutlitude of goals such as:
-providing comfort and security during your life
-continued managment should you become ill and unable to do it
-reduce estate taxes
-provide income for your loved ones upon your death
-help secure and protect your nest egg for your children and grandchildren.
- provide assistance and income for those with special needs. If you have children with disabilitied who cannot manage money, rely on government aid, we can help with that
-you may want to put your assets into a trust with special provisions for your loved ones in need but also protecting the assets from third parties and creditors
-second marriages. Those with children from a first marriage may need special protection to ensure that your wishes are carried out.



MAKE A LIST OF YOUR ASSETS - STEP 3
Make copies of your records and a list of your assets and put that list with your Last Will and Testament. A place where you know that your loved ones will look. It makes their life easier at a time that is difficult enough and it also ensures that they will collect all the assets and not miss an insurance policy or stock etc. You can give that list to your attorney in a sealed envelope also to put with your Will. We have special forms to complete the list.