Your future is in capable hands.
With an estate plan in place you can have confidence about how your family and loved ones are cared for should the unthinkable happen.
Estate planning means creating a plan that determines how your property and other assets transfer at your death and also includes protection of your property during your lifetime. For many people, a life event provokes thoughts about creating a plan for the future, or adjusting an existing plan. A new marriage, birth of a child, a child’s graduation, a big promotion, an inheritance — whatever the stimulus, contemplating one’s assets, how to protect them, and how they might be distributed to beneficiaries is a conversation better had sooner rather than later.
It is important to recognize that you’re making estate planning decisions all the time. Situations like deciding how to title real estate, setting up a bank account, completing the beneficiary designation forms for your IRA, and planning and purchasing life insurance all affect your estate. To develop an effective estate plan, you need to review and incorporate various factors that apply to your particular situation. These factors include property ownership, beneficiary issues, and taxation.
Knowledge is peace of mind, and the experts at Nesbitt Law are specialists at reviewing all of these factors to help you develop an effective estate plan tailored to your needs. Contact us to start the conversation.