Estate planning is a lifetime process whereby:
You control my property while you are alive and well;
You take care of yourself and your loved ones if you become disabled;
You give what you want to whom you want, when you want and the way you want; and
You do so with the lowest possible amount of taxes, professional fees, and court costs.
It is about peace of mind for you and for your family. In estate planning there is always a lot of talk about tax issues. While tax issues can spur people to action, it really isn’t the reason we plan. Whether planning involves a will, trust, or other documents, the real reason we do estate planning is to take care of ourselves and our families the way we want and to minimize the likelihood of disputes or other problems. Estate planning is for everyone who is concerned about providing responsibly for their own well being and for the well being of those they love.
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