• RuthPGeorge

Estate planning is planning ahead


Creating your estate planning documents is about caring for yourself and your loved ones. Creating legal documents now will ensure someone is able to act on your behalf in regard to handling financial matters and making medical decisions for you when you are unable to do so.


You want to make sure the appropriate persons are acting in those roles.


Estate planning is about ensuring your assets pass according to your wishes at your death. From transferring assets during life, to setting up a lifetime trust, to having a simple will, to reviewing beneficiary designations or any other possibility, the goal is to ensure your assets will pass according to your desires.


Action is important as life happens and you want to be prepared.

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