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You work hard
to provide for your family, pay for your child's college tuition, and
ensure your family lives a good life. Wouldn't you want to make sure
that still happens when you're no longer there? A well-thought-out
estate plan can help accomplish that goal.
Estate
planning seems like a huge undertaking, but it's quite manageable if
you seek the help of a professional who has experience in the area.
When I provide individuals with estate planning strategies, we first
talk about their existing plans, their desires for how they want their
assets distributed, and any other concerns they have about putting
their estate in order. Then I work through their financial situation to
estimate what their estate will be worth and what will be owed in taxes
and probate fees. We then discuss specifics about how they want their
estate distributed and ways to ensure that heirs pay the least amount
of estate tax possible.
Not
only is estate planning a very important thing to do, it's also
practical. You want to make sure your hard-earned assets go where you
want them to, so you need to plan for that. If you would like help with
information on strategies for planning your estate or re-thinking some
of these issues,
please call me at (856) 665-2121 or click on the e-mail button
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