Estate Planning
Do you understand what will happens to your assets when you die? Or if your spouse dies?
Do you have a trust... Do you need a trust? If you have one is your trust Revocable or Irrevocable? Do you know the difference?
We do not believe every person needs a trust; sometimes, simply retitling your assets can be all you need to avoid probate. What is important to you about your money when you die? Do you want to leave a legacy to your family, friends, or charities?
Do you have a power of attorney for your assets? What if you cannot sign for yourself? Do you have the proper documentation that is up-to-date giving someone the power to make financial or healthcare decisions on your behalf.
What do you want your legacy to look like?
