top of page
  • Writer's pictureRuthPGeorge

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.

8 views0 comments

Recent Posts

See All

Here's one of those items that you can think about and look into to ensure your estate planning is up to date! That is beneficiary forms on your retirement accounts! These forms can be filled out wron What happens when there's a Will contest? Who is involved? How long might it take? Who has the burden of proof? How might issues like these need to be reflected in your es

bottom of page