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Estate Planning

Do you have a will? Though most Americans are aware that they need some sort of Will, the majority of us - about 60% - don't have one. People procrastinate for many reasons, but it's important to know that Estate Planning - no matter what the size of your estate - doesn't have to be complicated or expensive. And once it's done, you'll rest easier, knowing that your wishes will be fulfilled no matter what the future brings.

It's a universal truth that you can't take it with you. But will your inheritors have to pay for what you leave behind? When a person dies, someone must step in to finalize that person's affairs. Bills must be paid, property must be accounted for and assets must be passed on to the heirs chosen by the deceased person. Without other arrangements, state law usually requires that all this be handled through court proceedings. This process can take many months. Because probate is time consuming, expensive and usually unnecessary, smart people plan in advance to avoid placing this burden on their heirs.

We realize that many of us are squeamish when it comes to thinking and talking about death, particularly our own. But, preparing a few legal documents with the help of someone who is familiar with this process can ensure that the things you worked so hard for all your life will be saved from probate and unnecessary taxes. Get answers to your estate planning questions. Learn how to provide a personalized program that's just right for you and hour family. Don't put this important decision off any longer. You'll be glad you did.

How It Works

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Getting Started

For 95% of you reading this page, most of your estate planning needs consist of a Will, Powers of Attorney, Living Will and perhaps a Living Trust. Our Alliance Partners have over twenty-five years of experience in assisting clients with Estate Planning. In that period of time our Partners have assisted in the development of 15,000 Estate Plans. Today, they have taken these years of experience and developed the Dynamic Trust Portfolio. This package provides all the documents listed above and more! For those of you who need more OR less, we have other packages to suit your unique needs. Contact us today to learn more.