The Estate Planning Kit

MAKE SURE YOUR ESTATE GOES TO THE

PEOPLE  YOU LOVE

Estate planning is one of the most important steps any person can take to make sure that their final property and health care wishes are honored, and that loved ones are provided for in their absence. Though often overlooked or put off in favor of more immediate concerns, a comprehensive estate plan can resolve a number of legal questions that arise whenever anyone dies: What is the state of their financial affairs? What real and personal property do they own? Who gets what? Does a personal guardian need to be appointed to care for minor children? How much tax will need to be paid in order to transfer property ownership? What funeral arrangements are appropriate?

SUCCESS COMES WHEN WE MAKE WISE CHOICES AND 

PERFORM RIGHT ACTIONS 

An Estate Plan is designed to help you to achieve three (3) major goals:

1.  Transfer your estate to the loved ones of your choice upon your death without the expense and delay of probate.

2.  Protect you from a guardianship if you become disabled.

3.  Ensure that your healthcare desires are met when you are physically and mentally challenged.