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THREE P'S OF ESTATE PLANNING
1) PREPARDNESS
Estate planning is more than just planning
for your death; it is planning for your future. You can feel confident that in the event of an unexpected life event; your loved ones will be provided for immediately.
2) PREVENTION
Probate is a process in which the court assesses and distributes a deceased person’s assets to creditors and those entitled to inherit. Judges know a lot of things about the law, but they do not really know your family. You know your loved ones better than anyone else and creating an estate plan allows you to determine how best to address individual needs, strengths and even weaknesses.
Oftentimes following the death of a loved one, survivors are left to wrestle with emotional and financial questions. A well thought out trust can prevent family conflict before it has time to brew. You determine how, when and to whom assets are distributed and your wishes are unambiguously represented.
3) PROTECTION
You’ve worked hard your entire life, we put a plan together to make sure your efforts are not made in vain. A well written trust document that utilizes the facts of your circumstance can prevent your assets from being wasted in a lengthy probate proceeding, and provide creditor protection to the beneficiaries of the trust. Trusts are also an excellent way to protect your privacy. Probate is a public process and assets subject to probate are a part of the public record, unlike assets in a trust, which are completely private. .