Legacy and Estate Planning

What type of legacy would you like to leave? Legacy planning is about so much more than just money, however the subject of legacy is a complex and emotional topic, many families overlook estate planning before its too late.

Having a plan in place reduces this stress and the red tape that goes along with loved ones. Without good plan the government may be in a position of dividing your assets between members of your family and often they may not make the same decisions you would.

Also without suitable plan your family maybe giving up a substantial portion of their inheritance to taxes, causing significant financial burden during a very emotionally devastating time.

The important documents under estate planning are:

  • Will
  • Trust
  • Living will
  • Power of Attorney
  • Protect your children’s property
  • File beneficiary form
  • Store your documents
  • Letter of instruction
  • Gift
  • Guardianship
  • Any others