There is also the question of estate and assets. You worked hard all your life and you want to be sure that all of your belongings end up where you want them – whether that be donation or passed along to loved ones.
Meeting with us to establish an estate plan ensures that if you have assets when you die, they will be handled however you determined. Often referred to as “wills and trusts,” we’ll discuss with you – in plain language – how to pass along your belongings and how to ensure that there is no confusion about what your intentions were.
This refers to any assets – an estate, vehicle, homegoods, finances, etc. You likely have more than you think you do and you don’t want your loved ones to complicate mourning your loss with deciding what to do with your things.
The best gift – among many – that you can leave to your heirs is clear intentions!