When estate planning is done correctly, its really about LIFE planning.

September 17, 2014 - Posted by: admin - In category:

taxes - No Responses

Estate Planning is about setting forth a proper legal plan regarding what happens to YOU, YOUR LOVED ONES and YOUR PROPERTY during each season and stage of life.

When you do PROPER estate planning, when you do it the right way, you are considering and dealing with LIFE issues such as:

  • disability protection
  • divorce protection
  • Planning for retirement
  • Financial planning
  • Investment management
  • Tax planning
  • Caring for minor and special needs children
  • Charitable giving
  • Business succession
  • Farm succession
  • Asset protection
  • Planning for long-term care

So, as you can see, this is LIFE Planning.

We also address end of life situations, and what happens to your assets after your passing, but in the final analysis, such things are most often a secondary consideration.  Most of us care more about what happens to us while we are alive.

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