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What is Estate Planning?

A means of protecting your loved ones and providing them with peace of mind at a very difficult time. It’s also a process to pass assets from a decedent to his or her heirs in the most cost-efficient manner to carry out their legacy.

Advantages of a Trust or Will:

  • Making sure your wishes are carried out.
  • Estate assets are distributed in a timely and non-contentious manner.
  • Minimize costs.
  • Avoidance of a lengthy and expensive probate (applies to a Living Trust).
  • Control the timing and the amounts distributed.
  • Minimize Estate and Capital Gains taxes.
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Our firm has developed an instructional process to make getting a Will and Trust very easy and simple for you. Utilizing automation and technology to its fullest extent allows us to provide a professional product at modest fees.

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According to a new survey:

58% of U.S. adults currently do not have Estate Planning documents such as a Will or Living Trust.

74% of U.S. adults with children under the age of 18 do not have an end-of-life plan in place.

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Has Your Trust Kept up with Life Changes?

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