Reduce Stress With an Estate Plan
We all want to provide and care for those we love. An estate plan
is a series of legal documents that allow you to state your wishes and how you want your estate to be distributed to your beneficiaries. Your estate is the cash, property, investments, and business you've accumulated. The estate plan creates an orderly transition of your assets and provides for those you're responsible for.
What Does An Estate Plan Do?
- Letting your loved ones know your intentions
- Ensuring that your estate is transferred to your beneficiaries in the simplest manner
- Avoiding the complications of probate
- Paying the least amount of taxes on your estate
- If needed, assigning guardians for minors
Helping You Take Care of Your Loved Ones
Estate plans reduce anxiety, stress, and confusion over how you intended to distribute your assets. You will also be passing on your legacy, giving your beneficiaries an opportunity for a better future. Schedule an appointment today 415-982-7312.
