Free Estate Planning Seminars to help educate the public
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Estate planning is about ensuring that your wishes are honored both during your life and after you’re gone, but it’s also about preserving your legacy and identity. In other words, estate planning is about being remembered, and that’s the foundation of our Legacy Wealth Planning… keeping relationships aliveSM.
A well-crafted estate plan provides flexibility. When done right, it can also prevent a number of legal challenges from arising and accomplish many aims, such as the following:
- avoiding the need for guardianship or conservatorship in the case of incapacity
- avoiding long and costly probate proceedings which may not distribute your assets according to your wishes
- ensuring who will care for your minor children
- protecting your loved ones’ inheritances from creditors
- protecting your children’s inheritance in the event of divorce or death
- avoiding or minimizing “death taxes”
- allowing for planning necessary to protect your assets from the high cost of nursing home care
