This may come as a shock, but you are not invincible. So don’t put off creating wills, trusts, and estate planning documents that will help your family and friends be able to take care of you when you need them.
That’s why we are passionate about estate planning. We are here to help you prepare for what life throws at you and will be here to ensure your loved ones have someone to turn to when you are no longer with us.
Without estate planning documents specifying who you want to make decisions for you when you are alive but are unable to make legal and financial decisions for yourself or who to distribute your assets to after you have passed away, the State and state law decides for you. With proper estate planning you have control and the ability to simplify an already stressful situation for your loved ones.
We understand that you're busy. Life changes, families grow and evolve, and you want a life marked by prosperity and peace. You value ease, convenience, and efficiency-and you want confidence that you've made the best decisions for yourself and your family. You also want to know that your loved ones won't be left confused or overwhelmed, but instead will know exactly what to do and feel your love through how well you prepared. That focus guides everything we do when preparing wills, trusts, and estate planning documents.
We have developed a unique process to give you the guidance you need to build and maintain a life of prosperity and leave a legacy of true wealth encompassing your financial, intellectual, spiritual, and worldly assets. Most lawyers only focus on transferring your financial wealth. We focus on identifying and building your legacy of love that goes far beyond money after you are gone.
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How Do You Want to Leave Your Money Behind?
The Great Wealth Transfer Over the next 20 years, an estimated $84 trillion in assets is expected to change hands from older Americans to younger Americans in what financial experts are calling the "Great Wealth Transfer."[1] Although Americans are living longer and spending more time—and money—in retirement, many parents intend to leave an inheritance to their children. The exact amount can...