Planning Ahead: A Good IdeaProtect Your Assets and Relationships

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Planning Ahead

You work hard for what you have. Protect it.

The Benefit of Estate Planning

The law favors people who plan ahead. Estate Planning allows you to thoughtfully consider how to prepare for life’s surprises, maintain control if disabled, and pass your financial and personal legacy to your heirs. As you age and life changes, adjusting your plan to fit those changes keeps your plan in line with what is most important to you.

We do not focus on documents or strategies, we focus on the end result you want to achieve. When we start with what you want to happen, we can then fit the proper legal strategy or document to make your plan work. Those legal strategies may include one or more of the following: wills, revocable living trusts, irrevocable trusts, durable powers of attorney, health care documents, coordination of earned government benefits, considering how to provide for special needs, and more.

Your plan must also fit your life situation. We have helped clients in long-term and second marriages, with blended families, that have high income, gift and estate tax concerns, who own and operate successful businesss or professional practices, who have loved-ones with special needs, and many other life situations. We can custom tailor a plan to fit your needs right now and can make alterations as your needs change.

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