Preparing an estate plan is not only for those with a lot of money and assets. One of the benefits of having a plan is that you protect the assets you have, and you have control over who the beneficiaries are.

If you have dependents, you can control who cares for them if you die before they turn 18. Another benefit is that you can reduce tax burdens on asset distribution.

When we design your estate plan, we recommend a variety of things. The most basic is a will, but other components include:

Find the balance that makes the most sense for your situation.

If you have an estate plan, you are in control of what happens to your assets when you die. Call us today and let us walk you through the process.