The Process
Do You Think Your Estate Plan Is In Order?
Many people think that because they have an attorney and an accountant/CPA/EA they work with that the answer is yes. That may not be the case.
- 1-2 will NOT have a Simple Will
- 5-6 will NOT have Durable Powers of Attorney
- 5-6 will NOT have Marital Living Trusts
- 9-10 will NOT have a Family Limited Partnership (FLP)
- 7-8 will NOT have an Irrevocable Life Insurance Trust (ILIT)
estate Planning Process - Watch the Video Below
Estate planning does not need to be complicated, but it does need to be completed. We offer a simple, straightforward approach and will assist you through the intake process so you not only get it right, but get it done.
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