Setting up a will, trust, or a comprehensive estate plan can be daunting. However, we prefer to think of it as a joyous experience! With some careful planning and consideration your legacy will be safe and secure, ON YOUR TERMS.
Leaving this critical planning to chance means you are leaving your legacy to be disposed at by the whims of the government. By investing a bit now, you will save your loved ones at least 10 times as much in the future simply by minimizing the Probate process.
Probate is where the government disposes of your assets as they see best, not as how you would have wanted. To top it off, probate proceedings often end up spending tens of thousands of dollars from your estate just on legal costs and proceedings alone. That’s money your loved ones won’t get and added stress and work for them that they shouldn’t have to go through. To make matters worse Probate is a public proceeding. This means everyone will know where your assets went and who to prey on for their inheritance!