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Estate planning is the process of arranging and planning your succession and financial affairs. It ensures the management of your estate during and after your lifetime and plans your legacy. Basically, it is the act of preparing for the transfer of a person’s wealth and asset after his or her death. Assets, life insurance, pensions, real estate, cars, personal belongings, and debts are all part of one’s estate. Estate plans must be written, signed, and notarized by the person who owns the estate.
As difficult as it is to think of your mortality, Estate planning should be one of your most important financial obligation. We believe that the wealth that you work a lifetime to create should be protected. Our Estate Planning strategies provide our clients with the comfort and peace of mind, should there be any unfortunate event.